Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McMahon is a financial advisor registered with Raymond James Financial Services Advisors, Inc. James has been in the industry since 2014 and is licensed in several states. James specializes in providing financial planning, investment management, and portfolio management services to individuals, businesses, and institutions. James is also a Certified Financial Planner. James is committed to providing his clients with personalized financial advice and guidance to help 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.
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
KY
06/01/2023 - Present
Raymond James Financial Services Advisors, Inc. (Louisville KY)
KY
04/24/2014 - 06/08/2023
RAYMOND JAMES & ASSOCIATES, INC. (Louisville KY)
BOTH
Issued 06/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/27/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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