Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Rini is a financial advisor with over 25 years of experience in the financial services industry. He is currently registered with Cambridge Investment Research Advisors, Inc. and holds Series 7 and Series 66 licenses. James is a licensed insurance agent and previously worked with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. His areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting.
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
SC
06/08/2022 - Present
Cambridge Investment Research Advisors, Inc. (Hardeeville SC)
SC
09/22/2014 - 02/26/2016
AMERIPRISE FINANCIAL SERVICES, INC. (HILTON HEAD SC)
OH
12/07/1994 - 10/04/2013
AMERIPRISE FINANCIAL SERVICES, INC. (WORTHINGTON OH)
MN
12/07/1994 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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