Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Manion has been in the financial services industry since October 1999. James currently works for Commonwealth Financial Network and is located in Spring Lake, MI. James is registered to provide investment advice in Arizona, California, Colorado, Florida, Illinois, Indiana, Michigan, Montana, Nebraska, Oregon, South Carolina, Texas and is also licensed to provide insurance services under Lakeshore Financial Group. James is a Registered Representative and Investment Advisor Representative for Commonwealth Financial Network. James specializes in retirement planning, college savings, insurance, and estate planning.
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.
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.
1
2
MI
05/11/2010 - Present
Commonwealth Financial Network (Spring Lake MI)
MI
10/19/1999 - 05/23/2008
MML INVESTORS SERVICES, INC. (HOLLAND MI)
BOTH
Issued 03/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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