Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Lance Weimar is an investment advisor representative with Kestra Advisory Services, LLC, a firm with a large national presence and a focus on providing wealth management services to a diverse clientele, including individuals, families, and businesses. James is also a registered representative with Kestra Investment Services, LLC, offering investment products and services. James has over 30 years of experience in the financial services industry and holds a variety of licenses and certifications, including Series 6, 7, 24, 63, 65, and 66. James's expertise spans a range of financial planning services, including retirement planning, college savings, estate planning, and insurance. James is dedicated to helping clients achieve their financial goals through personalized, comprehensive financial planning solutions.
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.
1
2
TX
06/22/2021 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NY
12/10/2003 - 01/04/2011
NATIONAL PLANNING CORPORATION (SMITHTOWN NY)
MA
01/28/1986 - 12/04/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NA
02/27/1984 - 11/12/1985
PRUCO SECURITIES CORPORATION
IA
Issued 02/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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