Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Richard Lee is a financial advisor currently registered with State Farm VP Management Corp. James has been in the financial services industry since 2002. James is registered in Alabama, Florida, Georgia, North Carolina, and South Carolina. James holds Series 6, 26, and 63 licenses, as well as the SIE.
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.
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.
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2
FL
08/21/2002 - Present
State Farm VP Management Corp. (TALLAHASSEE FL)
BC
Issued 09/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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