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 Raine is an investment advisor representative at Diversify Advisory Services, LLC. James has been in the financial industry since 1993 and has a strong track record of success. James specializes in providing financial planning and investment management services to individuals, families, and businesses. James is registered to provide advisory services in Colorado, California, Florida, Kansas, Nebraska, New Mexico, North Carolina, South Dakota, Texas, and Wyoming. James is also a Registered Representative of Diversify Advisory Services. James is dedicated to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
UT
02/15/2024 - Present
Diversify Advisory Services, LLC (SANDY UT)
CO
01/02/2001 - 12/19/2018
QUESTAR CAPITAL CORPORATION (WINDSOR CO)
PA
01/25/1999 - 01/03/2001
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IA
04/24/1997 - 02/15/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
08/17/1993 - 03/05/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/17/1993 - 03/05/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 02/02/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2004
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/07/2001
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 08/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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