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 Reiss is a financial advisor with over 15 years of experience in the financial services industry. James has worked for several prominent firms, including Johnson Rice & Company L.L.C., Southern Wealth Securities, LLC, and Iberia Wealth Advisors. Currently, James is an active Registered Representative of First Horizon Advisors, Inc. James offers financial planning, investment management, and pension consulting services to individuals, businesses, and charitable organizations. James holds the Series 7, Series 24, and Series 63 securities licenses. James also holds the Securities Industry Essentials (SIE) designation.
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
LA
02/12/2021 - Present
First Horizon Advisors, Inc. (New Orleans LA)
LA
03/18/2019 - 06/28/2019
SOUTHERN WEALTH SECURITIES, LLC (NEW ORLEANS LA)
LA
11/01/2012 - 03/15/2019
JOHNSON RICE & COMPANY L.L.C. (NEW ORLEANS LA)
LA
11/15/2005 - 07/27/2012
HOWARD WEIL INCORPORATED (NEW ORLEANS LA)
BC
Issued 11/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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