Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames M. Casanova is a registered representative of Northwestern Mutual Investment Services, LLC. James is a financial professional who is dedicated to helping individuals and families reach their financial goals. James has experience in the financial services industry since 2017. James has a strong understanding of investment strategies and is committed to providing personalized advice to clients. James is licensed to provide securities and investment advisory services in Tennessee. James is also a member of the Eagle Ridge HOA in Nashville, TN.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
TN
12/18/2019 - Present
Northwestern Mutual Investment Services, LLC (NASHVILLE TN)
NC
08/28/2017 - 10/10/2019
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 09/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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