Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Patrick Furrow is a financial advisor with Cetera Investment Advisers LLC in Bellevue, WA. James has been in the financial services industry for over 35 years. James is registered with the state of Washington and Texas as an investment advisor representative. James is also a Certified Financial Planner. James's previous employers include First Affiliated Securities, Inc., PFG Securities, Inc., and NYLIFE Securities Inc. James's specialties include retirement planning, college savings, and investment management. James is committed to providing his clients with personalized financial advice and helping them 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.
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.
A percentage of the total value of assets under management is charged.
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2
WA
06/29/2023 - Present
Cetera Investment Advisers LLC (BELLEVUE WA)
CA
08/25/1989 - 01/15/1991
FIRST AFFILIATED SECURITIES, INC. (LA JOLLA CA)
NA
05/28/1987 - 08/25/1989
PFG SECURITIES, INC.
NA
04/09/1986 - 07/20/1987
NYLIFE SECURITIES INC.
BC
Issued 04/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/08/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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