Unclaimed
James Siers is a financial advisor with Equitable Advisors, LLC. James has been in the financial industry since April 29, 2005. James is registered to provide investment advice in Arizona, Florida and Michigan. James is also registered as a Registered Representative in Michigan.
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.
1
2
MI
07/23/2010 - Present
Equitable Advisors, LLC (SAGINAW MI)
BOTH
Issued 05/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Siers is the right advisor for you? Invested Better is here to help.