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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 Massey is a financial advisor with over 30 years of experience in the financial services industry. James Massey is currently registered with Cetera Investment Advisers LLC and Advisornet Wealth Partners. James Massey has previously held positions at several other firms, including USALLIANZ SECURITIES, INC., INVESTORS CAPITAL CORP., ROYAL ALLIANCE ASSOCIATES, INC., WORKMAN SECURITIES CORPORATION, TITAN/VALUE EQUITIES GROUP, INC., INTEGRATED RESOURCES EQUITY CORPORATION, and AMERICAN EXPRESS FINANCIAL ADVISORS INC. James Massey holds Series 7, 24, 63, and 65 licenses and provides a variety of financial services, including financial planning, investment management, and retirement planning. James Massey specializes in serving individuals, families, businesses, and charitable organizations.
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
WI
06/29/2023 - Present
Cetera Investment Advisers LLC (EAU CLAIRE WI)
MN
05/09/2001 - 02/11/2003
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MA
12/09/1998 - 05/30/2001
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
AZ
08/26/1996 - 12/09/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
01/04/1994 - 12/31/1995
WORKMAN SECURITIES CORPORATION (EDEN PRAIRIE MN)
CA
03/06/1990 - 12/31/1993
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
AZ
11/19/1989 - 03/14/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
08/01/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/22/1984 - 08/12/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/8/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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