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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames J Denora is a financial advisor with over 20 years of experience in the industry. James is currently registered with Cambridge Investment Research Advisors, Inc. in Maryland and Texas. James has previously worked with MML Investors Services, Inc. and Northwestern Mutual Investment Services, LLC in Maryland. James holds several professional designations, including the Certified Financial Planner designation, and has passed numerous industry exams including the Series 6, Series 7, Series 24, Series 63, and Series 66 exams. James provides a range of financial services to individuals, businesses, and institutions including financial planning, portfolio management, and investment advisory services. James is committed to providing clients with personalized financial advice and guidance to help 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MD
10/20/2023 - Present
Cambridge Investment Research Advisors, Inc. (ANNAPOLIS MD)
MD
04/18/2007 - 12/16/2010
MML INVESTORS SERVICES, INC. (ANNAPOLIS MD)
MD
06/17/2002 - 04/18/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ANAPOLIS MD)
BOTH
Issued 12/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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