Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Ray is a financial advisor with Cerity Partners LLC based in Fort Worth, TX. James has been in the industry for over 4 years, holding both Series 66 and Series 7 licenses. James previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Fidelity Brokerage Services LLC. James specializes in working with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses. James also provides financial planning, pension consulting, and selection of other advisors services.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
03/15/2024 - Present
Cerity Partners LLC (NEW YORK NY)
TX
04/25/2023 - 03/04/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
TX
03/24/2022 - 03/20/2023
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 08/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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