Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Teller is a financial professional with over 20 years of experience in the industry. James is registered with Avantax Advisory Services and is also a registered insurance agent for Avantax Insurance Agency, LLC. James provides financial planning, investment planning, estate planning, risk analysis and budgeting services to individuals, families, and businesses. James is also a registered representative with Woodbury Financial Services, Inc. and has previously been registered with Questar Capital Corporation, Investacorp, Inc., Signator Investors, Inc. and New England Securities. James holds Series 66, SIE and Series 7 licenses and is committed to providing his clients with the highest level of service and expertise.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
11/20/2023 - Present
Avantax Advisory Services (DALLAS TX)
NY
03/01/2019 - 11/21/2023
WOODBURY FINANCIAL SERVICES, INC. (ORCHARD PARK NY)
NY
09/20/2016 - 03/01/2019
QUESTAR CAPITAL CORPORATION (ORCHARD PARK NY)
NY
02/01/2012 - 10/11/2016
INVESTACORP, INC. (ORCHARD PARK NY)
NY
08/09/2007 - 02/06/2012
SIGNATOR INVESTORS, INC. (WILLIAMSVILLE NY)
NY
11/14/2003 - 07/25/2007
NEW ENGLAND SECURITIES (WILLIAMSVILLE NY)
BOTH
Issued 10/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Teller is the right advisor for you? Invested Better is here to help.
