Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Matthew Dannel is a financial advisor with WMG Financial Advisors, LLC, based in Knoxville, TN. James has over 10 years of experience in the financial industry. He is a registered representative and investment advisor representative in Tennessee and Texas. James holds Series 7, Series 63, Series 65 and SIE licenses. Prior to joining WMG Financial Advisors, LLC, James worked for Raymond James Financial Services, Inc., LPL Financial LLC and FTB Advisors, Inc. James specializes in providing financial advice to individuals, families, and small businesses. He is also a certified financial planner.
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.
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
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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TN
11/30/2022 - Present
WMG Financial Advisors, LLC (KNOXVILLE TN)
TN
01/21/2021 - 08/02/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Knoxville TN)
TN
02/21/2019 - 01/25/2021
LPL FINANCIAL LLC (KNOXVILLE TN)
TN
05/05/2017 - 02/22/2019
FTB ADVISORS, INC. (KNOXVILLE TN)
TN
02/23/2017 - 04/21/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (ATHENS TN)
TN
04/14/2015 - 03/02/2017
INVEST FINANCIAL CORPORATION (ATHENS TN)
IA
Issued 02/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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