Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kniffen is an investment advisor representative at Wealthcare Advisory Partners LLC. James has been working in the financial industry since 1987 and holds a number of licenses and designations. James is a Certified Financial Planner and Chartered Financial Consultant. James has worked with several prominent financial institutions, including LPL Financial Corporation, FFP Securities, Inc., Guardian Investor Services Corporation, Robert W. Baird & Co. Incorporated, and NML Equity Services, Inc. James is a dedicated and experienced advisor, committed to providing clients with high quality financial advice and services.
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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2
PA
11/13/2023 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
NC
04/22/2002 - 10/25/2010
LPL FINANCIAL CORPORATION (CARY NC)
MO
02/25/1998 - 04/24/2002
FFP SECURITIES, INC. (CHESTERFIELD MO)
NY
09/05/1990 - 02/25/1998
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
WI
03/19/1987 - 10/02/1990
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
01/02/1987 - 10/02/1990
NML EQUITY SERVICES, INC. (MILWAUKEE WI)
IA
Issued 03/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/1998
Series 24 - General Securities Principal Examination
BC
Issued 03/17/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/31/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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