Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McMiller is a financial advisor with over 30 years of experience in the industry. James is currently registered with Fourstar Wealth Advisors, LLC, and holds Series 6, Series 63, Series 65 and SIE licenses. James has a proven track record of providing comprehensive financial planning and investment management services to individuals, families, businesses, and charitable organizations. James specializes in portfolio management, financial planning, and retirement planning. James has previously worked for companies such as Newbridge Securities Corporation, United Planners’ Financial Services of America, Woodbury Financial Services, Inc., SunAmerica Securities, Inc., Anchor National Financial Services, Inc., and Protective Equity Services, Inc. James has also held a partnership in Kennedy Mining, a cryptocurrency mining and development firm, since 2020.
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.
Personalized portfolio management to meet individual financial objectives.
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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WI
09/03/2024 - Present
Fourstar Wealth Advisors, LLC (HARTLAND WI)
FL
11/18/2009 - 12/01/2014
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
WI
09/19/2006 - 08/12/2009
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (HARTLAND WI)
WI
09/30/2004 - 10/12/2006
WOODBURY FINANCIAL SERVICES, INC. (HARTLAND WI)
AZ
05/19/1992 - 10/01/2004
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
01/06/1992 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
AL
06/14/1990 - 01/06/1992
PROTECTIVE EQUITY SERVICES, INC. (BIRMINGHAM AL)
MN
06/09/1987 - 03/26/1990
AAL DISTRIBUTORS INC. (MINNEAPOLIS MN)
IA
Issued 04/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2014
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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