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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 Matthew Chaney is a financial advisor with Cetera Investment Advisers LLC. James has been in the industry since 1987 and has experience with both individual and business clients. James is registered to provide investment advice in Missouri and Texas. James also holds a Series 7, Series 63, and Series 65 license. James's previous affiliations include Girard Securities, Inc., Oppenheimer & Co. Inc., Wells Fargo Advisors Financial Network, LLC, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc.
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
MO
06/29/2023 - Present
Cetera Investment Advisers LLC (SPRINGFIELD MO)
MO
12/22/2010 - 11/01/2017
GIRARD SECURITIES, INC. (SPRINGFIELD MO)
MO
10/12/2010 - 11/02/2010
OPPENHEIMER & CO. INC. (SPRINGFIELD MO)
MO
04/09/2009 - 08/27/2010
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SPRINGFIELD MO)
KS
04/02/2007 - 04/13/2009
MORGAN STANLEY & CO. INCORPORATED (OVERLAND PARK KS)
KS
02/26/2001 - 04/02/2007
MORGAN STANLEY DW INC. (OVERLAND PARK KS)
NY
11/25/1987 - 03/09/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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