Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Callens is a financial advisor with Cetera Investment Advisers LLC. James has been in the financial industry since February 6, 1997. James has a Series 6, 7, 24, 63 and 65 license. James is registered in multiple states, including California, Texas, Arizona, Colorado, Florida, Hawaii, Idaho, Indiana, Kansas, Maine, Montana, Nevada, North Carolina, Oregon, Tennessee, Utah and Washington. James specializes in financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. James currently works in the Citrus Heights branch office. James previously worked at Ameritas Investment Corp., Terra Securities Corporation and Capital Brokerage Corporation.
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
03/21/2024 - Present
Cetera Investment Advisers LLC (CITRUS HEIGHTS CA)
CA
02/20/2004 - 09/16/2011
AMERITAS INVESTMENT CORP. (FOLSOM CA)
IL
01/01/2004 - 02/27/2004
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
VA
02/07/1997 - 01/01/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IA
Issued 02/19/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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