Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Stephenson is a financial advisor with Nylife Securities LLC, specializing in providing comprehensive financial planning and investment management services. James has been in the financial services industry since 1986 and holds several professional licenses, including Series 6, Series 63 and SIE. James is registered with the state regulators in California, Georgia, Ohio, Pennsylvania, and Texas. James is committed to building long-term relationships with clients and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
OH
02/25/1986 - Present
Nylife Securities LLC (POLAND OH)
BC
Issued 08/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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