Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McAtee is a financial advisor with Cetera Investment Advisers LLC, located in MT ZION, IL. James has over 35 years of experience in the financial services industry and is committed to providing personalized financial advice to individuals and families. James is registered to provide investment advice in a number of states including Texas and Illinois. He is a registered representative of Cetera Investment Advisers LLC and holds a Series 7, Series 6, and Series 66 securities license. In addition to providing investment advice, James can help with financial planning, insurance, and tax preparation needs. James has been associated with Cetera Investment Advisers LLC since 2023. James was formerly with SUMMIT BROKERAGE SERVICES, INC. from 2015 to 2019. Prior to that, James was with LPL FINANCIAL LLC from 2009 to 2014.
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.
A percentage of the total value of assets under management is charged.
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2
IL
06/29/2023 - Present
Cetera Investment Advisers LLC (MT ZION IL)
IL
02/26/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (MT ZION IL)
IL
09/08/2009 - 10/29/2014
LPL FINANCIAL LLC (MT. ZION IL)
IL
04/29/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (MT. ZION IL)
IL
10/01/2002 - 04/30/2008
AMERICAN GENERAL SECURITIES INCORPORATED (MT ZION IL)
TX
08/04/1995 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NJ
09/23/1988 - 10/12/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
09/23/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 9/6/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/30/2000
Series 7 - General Securities Representative Examination
BC
Issued 9/22/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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