Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Cherry is a financial advisor with Centaurus Financial, Inc. James is a registered representative with a Series 7 and 6 licenses as well as a Series 65 license. James has a strong background in the financial services industry and is passionate about helping individuals and businesses achieve their financial goals. James is dedicated to providing personalized financial advice and guidance to clients.
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
TX
09/17/2018 - Present
Centaurus Financial, Inc. (HIGHLAND VILLAGE TX)
IN
01/06/2003 - 12/19/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
CA
09/22/2000 - 09/20/2002
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
IA
Issued 09/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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