Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Winchester is a registered investment advisor representative with Cbiz Investment Advisory Services, LLC. He has been in the financial services industry since February 14, 1999. James Winchester is licensed to provide investment advisory services in Georgia, Ohio, and other states. James Winchester's professional experience includes positions with National Planning Corporation and Vestax Securities Corporation. James Winchester holds Series 6, 7, 63, and 65 licenses, and the SIE exam. James Winchester specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutional clients.
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.
Performance reporting, fiduciary services and admnistrative support services
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.
A percentage of assets under advisement
1
2
OH
09/26/2017 - Present
Cbiz Investment Advisory Services, LLC (CLEVELAND OH)
CA
02/03/2000 - 04/01/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
OH
01/13/1999 - 12/31/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
IA
Issued 04/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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