Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael Chapkis is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Coeur d'Alene, ID. James has been working in the financial services industry since 1996. James holds Series 7, 24, 63 and 65 licenses. James is also a member of the City of Coeur d'Alene parking commission. James provides financial planning, portfolio management, and educational seminars to individual, corporate and institutional clients.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
ID
01/05/2024 - Present
Raymond James Financial Services Advisors, Inc. (COEUR D'ALENE ID)
NV
08/31/2007 - 11/12/2008
EDWARD JONES (LAS VEGAS NV)
NV
01/12/2001 - 09/05/2007
A. G. EDWARDS & SONS, INC. (LAS VEGAS NV)
NY
03/02/1998 - 01/26/2001
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
01/04/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
NY
08/22/1996 - 12/22/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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