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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 Callens is a financial advisor at Cetera Investment Advisers LLC, located in Citrus Heights, CA. James has been in the financial services industry since 1997. James has a variety of licenses and certifications, including Series 6, 7, 24, 63, and 65. James is registered with the state of California as an Investment Advisor Representative (IAR) and a Broker Dealer Representative (BDR). James offers a variety of financial services, including financial planning, portfolio management, and pension consulting.
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 2/19/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/23/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/24/2002
Series 7 - General Securities Representative Examination
BC
Issued 1/29/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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