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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 Burgess, is a financial professional registered with Cetera Investment Advisers LLC. James is a Certified Financial Planner® professional who has been in the industry since 2010. James is registered with the state of Missouri and other states as an investment advisor representative, and has held previous registrations with Avantax Investment Services, Inc., and 1st Global Capital Corp. James has taken the Series 66, Series 7, and the SIE exams. In addition to financial services provided through Cetera Investment Advisers LLC, James is also a CPA with Purk & Associates, P.C.. James is a member of the Missouri National Guard and has been serving since 2007.
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
08/10/2020 - Present
Cetera Investment Advisers LLC (ST LOUIS MO)
MO
10/25/2019 - 08/13/2020
AVANTAX INVESTMENT SERVICES, INC. (SAINT LOUIS MO)
MO
02/25/2010 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (SAINT LOUIS MO)
BOTH
Issued 01/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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