Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Peter Myers is a registered investment advisor representative with Bankers Life Advisory Services, Inc. James has been in the financial services industry since September 2020. James has passed the Series 65, 63 and SIE exams. James specializes in working with individuals and pension plans. James is currently registered with the states of Florida and California. James also has a Florida real estate license.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
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2
FL
08/08/2022 - Present
Bankers Life Advisory Services, Inc. (Daytona Beach FL)
BC
Issued 07/16/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/30/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/26/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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