Unclaimed
James John Hamer is an investment advisor representative with over 29 years of experience in the financial industry. James is currently registered with Global View Capital Management LLC, a firm based in Waukesha, Wisconsin. James is a Registered Investment Advisor representative who provides services to individuals, trusts, and retirement plans. James previously worked with The Strategic Financial Alliance, Inc., World Group Securities, Inc., WMA Securities, Inc., and Intersecurities, Inc., and has a strong background in the financial services industry. James specializes in Financial Planning, Retirement Planning, Investment Management, Insurance Planning, and College Savings Planning. James is committed to providing his clients with personalized financial advice 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
01/07/2014 - Present
Global View Capital Management LLC (WAUKESHA WI)
GA
11/01/2010 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (ATLANTA GA)
WI
04/12/2002 - 11/03/2010
WORLD GROUP SECURITIES, INC. (WAUKESHA WI)
GA
06/06/1994 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
FL
02/18/1994 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 08/20/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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