Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Joseph Krause is a financial advisor with over 20 years of experience in the industry. James is currently registered with Wealthcare Advisory Partners LLC and holds licenses in Pennsylvania. James has been involved in the financial services industry since July 2000. Previously, James worked with firms including Hornor, Townsend & Kent, LLC and LPL Financial LLC. James has obtained several certifications in financial services including the Series 7, 6, 63, 66, 52TO, and 51. James works with a range of clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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
04/28/2021 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
PA
10/26/2016 - 03/19/2021
HORNOR, TOWNSEND & KENT, LLC (HORSHAM PA)
NC
09/18/2012 - 10/31/2016
LPL FINANCIAL LLC (CHARLOTTE NC)
PA
05/30/2008 - 09/18/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (KING OF PRUSSIA PA)
PA
10/03/2005 - 06/02/2008
PRINCOR FINANCIAL SERVICES CORPORATION (CONSHOHOCKEN PA)
PA
05/02/2003 - 09/15/2005
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
PA
06/27/2001 - 04/25/2003
VILLANOVA SECURITIES LLC (CONSHOHOCKEN PA)
PA
03/29/2000 - 05/23/2001
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
BOTH
Issued 08/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/28/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/21/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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