Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Ronald Salera is a financial professional with over 7 years of experience in the industry. James is currently registered with Stephens in both Ohio and Texas. James's professional experience spans across various firms including Northcoast Research Partners, LLC, Cetera Investment Services LLC, and Key Investment Services LLC. James holds a Series 6, 7, 63, 66, 86 and 87 license. James offers financial planning, educational seminars, and portfolio management for both individuals and businesses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
OH
01/14/2022 - Present
Stephens (Lakewood OH)
OH
01/04/2019 - 11/05/2021
NORTHCOAST RESEARCH PARTNERS, LLC (CLEVELAND OH)
PA
01/03/2018 - 12/31/2018
CETERA INVESTMENT SERVICES LLC (MONROEVILLE PA)
OH
11/03/2016 - 10/12/2017
KEY INVESTMENT SERVICES LLC (FAIRVIEW PARK OH)
BOTH
Issued 01/05/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2019
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/02/2019
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/03/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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