Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Mcreynolds Callaway is a financial advisor with Ameriprise Financial Services, LLC. James has been in the financial industry since 1996 and has been registered with Ameriprise Financial Services, LLC since 2012. James's prior experience includes a position at Raymond James Financial Services, Inc. James holds Series 7 and 63 securities licenses and the SIE exam. James offers financial planning, portfolio management for individuals, and pension consulting. James has a strong focus on working with high-net-worth individuals and offers asset allocation services and educational seminars. James's office is located in Paris, 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.
Asset allocation services
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
TX
02/04/2012 - Present
Ameriprise Financial Services, LLC (PARIS TX)
TX
09/18/1996 - 01/26/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (PARIS TX)
BC
Issued 09/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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