Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Patric Yancey is a financial professional with over 7 years of experience in the industry. James is currently registered with Bessemer Investor Services, Inc., a firm with a focus on providing investment services to clients. James has a strong track record of success in helping clients achieve their financial goals. James holds the Series 66, Series 7 and SIE licenses and is registered in 19 states. Prior to joining Bessemer Investor Services, Inc., James worked at VOYA INVESTMENTS DISTRIBUTOR, LLC, and UBS FINANCIAL SERVICES INC.
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.
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.
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GA
11/09/2022 - Present
Bessemer Investor Services, Inc. (ATLANTA GA)
GA
08/27/2019 - 10/04/2022
VOYA INVESTMENTS DISTRIBUTOR, LLC (Atlanta GA)
GA
12/15/2015 - 06/26/2019
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
10/04/2014 - 12/17/2015
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (ATLANTA GA)
BOTH
Issued 03/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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