Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Ronayne is an investment advisor representative with Spc, based in Mt. Prospect, Illinois. James has over 20 years of experience in the financial services industry. James is registered with the state of Illinois and Texas as an investment advisor representative. James holds a Series 7, Series 63 and Series 65 licenses. James also has extensive experience in insurance sales and provides financial services through Touch Financial Group.
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.
Consultation services
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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
IL
06/19/2017 - Present
SPC (Mt. Prospect IL)
KS
06/10/2002 - 01/20/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
CA
02/14/2002 - 05/24/2002
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
MO
06/12/2001 - 12/17/2001
EDWARD JONES (ST. LOUIS MO)
NA
09/04/1987 - 01/25/1988
O'CONNOR INVESTMENTS
IA
Issued 06/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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