Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Evans is a financial advisor with Ameriprise Financial Services, LLC. James has been working in the financial services industry since 1994 and is registered with FINRA and the state of Louisiana. James is a Series 7, Series 24 and Series 63 licensed professional. James has previously held positions with IDS LIFE INSURANCE COMPANY, PRUCO SECURITIES CORPORATION and AMERICAN EXPRESS FINANCIAL ADVISORS INC. James offers a range of financial services including financial planning, portfolio management, and asset allocation. James is committed to helping clients reach their financial goals.
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.
Asset allocation 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.
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2
LA
10/04/2006 - Present
Ameriprise Financial Services, LLC (Lafayette LA)
MN
08/26/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
03/15/2002 - 08/09/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MN
09/01/1994 - 12/03/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/01/1994 - 12/03/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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