Unclaimed
James Benages is a financial advisor registered with LPL Financial LLC. James has been in the financial services industry since December 10, 2008. James has experience in the areas of insurance and retirement planning. James is licensed to provide financial advice in 38 states and 2 U.S. territories. James is a registered representative of LPL Financial LLC.
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.
Consulting and other non-discretionary advisory services
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.
1
2
IL
06/27/2020 - Present
LPL Financial LLC (CHICAGO IL)
IL
09/16/2015 - 10/21/2018
CETERA ADVISOR NETWORKS LLC (CRYSTAL LAKE IL)
IL
10/01/2012 - 09/24/2015
J.P. MORGAN SECURITIES LLC (ELGIN IL)
IL
12/11/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ELGIN IL)
BOTH
Issued 08/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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