Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Marren is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Reno, Nevada. James has been in the financial services industry since August 2000, and has experience in providing financial advice to individuals, businesses, and institutions. James specializes in providing financial planning, portfolio management, and investment advice. James holds multiple licenses and certifications, including the Series 7, Series 10, Series 63, and Series 9. James is also a Certified Financial Planner.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NV
08/02/2012 - Present
Raymond James Financial Services Advisors, Inc. (RENO NV)
NV
08/23/2000 - 06/25/2012
EDWARD JONES (RENO NV)
BC
Issued 08/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/14/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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