Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Chaney is a financial advisor with Cetera Investment Advisers LLC. James has been in the financial services industry since 1988. He holds Series 7 and 63 licenses. James Chaney has a comprehensive understanding of financial markets and is dedicated to helping his clients achieve their financial goals. He provides financial planning, investment management and retirement planning services to individuals, families, and businesses. He is committed to developing personalized strategies to meet the unique needs of each client. He previously worked at Girard Securities, Inc., Oppenheimer & Co. Inc., and Wells Fargo Advisors Financial Network, LLC. He is registered in Arkansas, Missouri and Texas.
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.
1
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 9/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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