Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gibson is an experienced financial professional with over 30 years in the industry. James is currently registered with Cetera Investment Advisers LLC, where they offer a wide range of financial planning and advisory services, catering to individuals, businesses, and institutions. Prior to joining Cetera Investment Advisers LLC, James was associated with LPL Financial LLC and Waterstone Financial Group, Inc. James holds the Series 63, Series 7, and SIE licenses. They are also a Personal Financial Specialist. James is committed to helping clients 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.
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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2
PA
03/21/2024 - Present
Cetera Investment Advisers LLC (YARDLEY PA)
PA
09/08/2009 - 09/22/2017
LPL FINANCIAL LLC (YARDLEY PA)
PA
07/22/2005 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (YARDLEY PA)
MN
09/16/2004 - 07/25/2005
WORTHMARK FINANCIAL SERVICES, LLC (ST. PAUL MN)
NY
12/02/2003 - 09/01/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
06/05/2002 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
TX
12/04/1992 - 05/28/2002
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
TX
11/02/1990 - 07/30/1991
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
CA
10/06/1988 - 11/29/1988
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
NA
04/20/1988 - 10/08/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
02/22/1988 - 05/13/1988
COLUMBIA ASSET MANAGEMENT CORP.
NY
01/27/1986 - 02/04/1988
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
11/20/1985 - 02/05/1986
FIRST JERSEY SECURITIES, INC.
BC
Issued 02/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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