Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Hancock is a registered investment advisor with Preferred Retirement Options, Inc. in IDAHO FALLS, ID. James Hancock has been in the industry since 1994. James Hancock has experience with Gradient Securities, LLC, SICOR Securities INC, GWN SECURITIES INC., GREAT AMERICAN ADVISORS, INC., PMG SECURITIES CORPORATION, INVESTORS BROKERAGE SERVICES, INC., NATIONWIDE INVESTMENT SERVICES CORPORATION, CENTAURUS FINANCIAL, INC., and WMA SECURITIES, INC. James Hancock's specializations include providing financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. James Hancock is also registered with the state of Idaho as an Investment Advisor Representative.
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.
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
ID
06/16/1999 - Present
Preferred Retirement Options, Inc. (IDAHO FALLS ID)
ID
11/01/2013 - 01/06/2014
GRADIENT SECURITIES, LLC (IDAHO FALLS ID)
ID
01/06/2012 - 10/31/2013
SICOR SECURITIES INC (IDAHO FALLS ID)
FL
11/02/2005 - 12/31/2011
GWN SECURITIES INC. (PALM BEACH GARDENS FL)
OH
02/15/2005 - 11/11/2005
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
IL
08/01/2000 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
IL
11/25/1997 - 08/01/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
OH
02/24/1998 - 09/28/1999
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
CA
03/03/1995 - 12/15/1995
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
GA
08/16/1994 - 02/21/1995
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 05/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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