Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Jon Danielson is a financial advisor who has been in the industry since 2004. James is registered with Raymond James Financial Services Advisors, Inc., where James has been employed since 2009. Previously, James was registered with UBS Financial Services Inc. James has passed the Uniform Combined State Law Examination, General Securities Representative Examination and Securities Industry Essentials Examination. James is registered in the states of Alabama, Arizona, California, Florida, Illinois, Louisiana, Maryland, Michigan, Pennsylvania, Tennessee, Texas and Wisconsin. James specializes in providing financial advice to individuals, businesses, insurance companies, charitable organizations, pension and profit-sharing plans and state or municipal government entities.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
01/24/2019 - Present
Raymond James Financial Services Advisors, Inc. (ST. CHARLES IL)
IL
10/22/2004 - 05/13/2009
UBS FINANCIAL SERVICES INC. (OAKBROOK TERRACE IL)
BOTH
Issued 11/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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