Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gift is a financial advisor registered with Kestra Advisory Services, LLC. James is also registered in 20 states and the District of Columbia. James has been in the financial services industry since 2011. James provides financial planning and wealth management services for individuals, families, and businesses. James has a background in providing investment advisory services through Kestra Advisory Services, LLC. In addition, James holds a Certified Financial Planner designation.
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.
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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VA
05/23/2016 - Present
Kestra Advisory Services, LLC (RICHMOND VA)
VA
12/22/2015 - 04/18/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (MECHANICSVILLE VA)
DC
03/06/2013 - 12/23/2015
M&T SECURITIES, INC. (WASHINGTON DC)
DC
09/23/2011 - 02/19/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
BOTH
Issued 11/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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