Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Stewart has been in the financial industry since May 14, 2004. James is a Registered Representative for State Farm Investment Management Corp. and is licensed to operate in Alabama. James has earned the Series 6 and Series 63 licenses and the SIE Exam, and holds the Chartered Financial Consultant designation. James also owns and operates the James R Stewart Insurance Agency in Vestavia Hills, Alabama. In addition to his financial services, James also serves as the Treasurer for Trail Life USA, a non-profit organization similar to Boy Scouts USA.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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AL
09/15/2020 - Present
State Farm Investment Management Corp. (Vestavia Hills AL)
BC
Issued 05/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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