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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 Jessup Williams is a financial advisor who has been in the industry for over two decades. James is currently registered with Cetera Investment Advisers LLC and is licensed in California and Texas. James has a strong background in financial planning and portfolio management. James's experience with Cetera Investment Advisers LLC provides clients with access to a wide range of financial products and services. James is committed to providing personalized financial advice to help clients 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.
A percentage of the total value of assets under management is charged.
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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (SAN JUAN CAPISTRANO CA)
CA
07/03/2000 - 04/02/2008
ASSOCIATED SECURITIES CORP. (SAN JUAN CAPISTRANO CA)
BC
Issued 01/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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