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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Joseph Yanelli is an investment advisor representative with Mariner Wealth. James has been in the industry since 1997, and has experience working with clients at Cambridge Investment Research, Inc. and FSC Securities Corporation. James also has experience with various insurance companies and owns real estate rental properties. James holds the Series 63, Series 65, Series 7 and SIE licenses, which allows him to offer investment advice and financial planning services to individual clients, businesses, investment companies, and pooled investment vehicles.
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.
Family office services
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
CA
12/04/2024 - Present
Mariner Wealth (Newport Beach CA)
CA
07/25/2006 - 12/20/2012
MML INVESTORS SERVICES, LLC (LOS ANGELES CA)
CA
03/21/1999 - 08/07/2006
CAMBRIDGE INVESTMENT RESEARCH, INC. (NEWPORT BEACH CA)
GA
04/07/1997 - 03/15/1999
FSC SECURITIES CORPORATION (ATLANTA GA)
IA
Issued 02/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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