Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Ralph Cunningham is a financial advisor currently registered with Stonex Advisors Inc. James has been working in the financial industry since 1994 and has experience with a wide range of services, including financial planning, pension consulting, and portfolio management. James holds several licenses and certifications, including the Series 7, Series 9, Series 10, and Series 63 exams. James is also licensed in several states. Stonex Advisors Inc. offers a variety of financial services, including financial planning, portfolio management, and pension consulting. The firm has offices in Birmingham, Alabama and Florence, Alabama.
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.
Financial consulting 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.
1
2
AL
06/30/2016 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
AL
01/01/2008 - 04/28/2014
WELLS FARGO ADVISORS, LLC (FLORENCE AL)
AL
05/06/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FLORENCE AL)
BC
Issued 05/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/16/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Cunningham is the right advisor for you? Invested Better is here to help.
