Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Rey Belyeu is a financial advisor with J. W. Cole Advisors, Inc. in Tampa, FL. James has been a Registered Representative (RR) since 2000 and an Investment Advisor Representative (IAR) since 2011. James has experience in providing financial advice to a wide range of clients, including individuals, families, businesses, and charitable organizations. James provides financial planning services, investment management, and other financial advisory services. James is a Certified Financial Planner (CFP®) and a member of the Financial Planning Association. James previously worked at Woodbury Financial Services, Inc., American General Securities Incorporated, Walnut Street Securities, Inc., and SunTrust Securities, Inc.
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.
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.
Hourly & fixed rate consulting
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
FL
06/08/2011 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
09/22/2008 - 06/02/2011
WOODBURY FINANCIAL SERVICES, INC. (WINTER PARK FL)
FL
03/15/2004 - 09/09/2008
AMERICAN GENERAL SECURITIES INCORPORATED (MAITLAND FL)
CA
05/08/2002 - 03/18/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
GA
10/19/2000 - 05/07/2002
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 08/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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