Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Stanger is a financial advisor with over 40 years of experience in the industry. James is a Registered Representative and Investment Advisor Representative currently registered with Raymond James & Associates, Inc. James has held previous positions with Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company and CIGNA Financial Advisors, Inc. James has a broad range of experience, including portfolio management for individuals and businesses, financial planning, pension consulting and educational seminars.
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.
Please see note in schedule d - miscellaneous
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
FL
02/19/2008 - Present
Raymond James & Associates, Inc. (TAMPA FL)
FL
06/01/1998 - 02/19/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (ST. PETERSBURG FL)
IN
02/25/2002 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
11/04/1974 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 06/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1992
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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