Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Dunker is a financial advisor at U.s. Bancorp Investments, Inc. James has over 29 years of experience in the financial services industry. James has held previous roles at WELLS FARGO CLEARING SERVICES, LLC, ARVEST WEALTH MANAGEMENT, BOSC, INC., UVEST FINANCIAL SERVICES GROUP, INC., LINSCO/PRIVATE LEDGER CORP., OFFERMAN & COMPANY, BANC ONE SECURITIES CORPORATION, ATLAS SECURITIES, INC., THOMAS JAMES ASSOCIATES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. James holds the Series 7, Series 24, Series 53, and Series 63 licenses. James specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MO
07/21/2021 - Present
U.s. Bancorp Investments, Inc. (Kansas City MO)
KS
08/06/2018 - 12/02/2020
WELLS FARGO CLEARING SERVICES, LLC (OVERLAND PARK KS)
KS
03/22/2010 - 06/29/2018
ARVEST WEALTH MANAGEMENT (OVERLAND PARK KS)
MO
06/29/2007 - 03/11/2010
U.S. BANCORP INVESTMENTS, INC. (KANSAS CITY MO)
KS
12/20/2006 - 06/19/2007
BOSC, INC. (OVERLAND PARK KS)
MO
07/15/2003 - 12/18/2006
UVEST FINANCIAL SERVICES GROUP, INC. (KANSAS CITY MO)
SC
04/20/2000 - 07/07/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
01/27/1998 - 03/24/2000
OFFERMAN & COMPANY (MINNEAPOLIS MN)
IL
08/31/1994 - 01/28/1998
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
CA
06/02/1993 - 03/16/1994
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
NY
02/01/1993 - 03/03/1993
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
MN
01/13/1992 - 11/20/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/13/1992 - 11/20/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/12/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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