Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Hogan is a financial advisor with over 15 years of experience in the industry. James is currently registered with Cambridge Investment Research Advisors, Inc. and has previously worked with Nationwide Securities, LLC and Edward Jones. James holds Series 7, Series 63, and Series 66 licenses. James is also a registered Investment Advisor Representative (IAR) in the state of Ohio. James specializes in working with individuals, families, and small businesses. James is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
11/01/2018 - Present
Cambridge Investment Research Advisors, Inc. (Bellville OH)
OH
01/26/2011 - 10/31/2018
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
OH
05/24/2005 - 01/06/2011
EDWARD JONES (HILLIARD OH)
BOTH
Issued 04/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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