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 Gehring is a financial advisor with Cambridge Investment Research Advisors, Inc. James has been in the financial industry since 2015 and holds the Series 66, Series 7, and SIE licenses. James also holds the Certified Financial Planner designation. James is registered to provide investment advice in California, Colorado, Florida, Kentucky, Michigan, New York, North Carolina, Ohio, and Pennsylvania. James has experience providing financial planning services to both high net worth individuals and individuals other than high net worth. James also provides pension consulting, educational seminars, and market timing services to 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.
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.
Solicitation fees from 3rd party money managers
1
2
OH
05/03/2024 - Present
Cambridge Investment Research Advisors, Inc. (Valley View OH)
OH
09/08/2015 - 05/06/2024
PLANMEMBER SECURITIES CORPORATION (Copley OH)
BOTH
Issued 12/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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