Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Finucane is an investment advisor representative with State Farm Investment Management Corp. James has been in the industry since 1998. James is licensed in Maine and has passed both the Series 63 and 65 exams. James is also a registered representative of State Farm Investment Management Corp. James's other business is James Finucane's Insurance Agency, an insurance agency that serves customers in the Auburn, ME area. James is a long-time resident of the Auburn area and is committed to providing his clients with the best possible investment advice.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
ME
08/10/2023 - Present
State Farm Investment Management Corp. (AUBURN ME)
IA
Issued 08/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Finucane is the right advisor for you? Invested Better is here to help.
