Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Reinhart has been an active registered representative since 1985. James Reinhart has worked at Cambridge Investment Research Advisors, Inc. since 2005. James Reinhart has specialized in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. James Reinhart has a Series 7, Series 24, Series 63, and Series 65 license. In addition, James Reinhart holds the Series 99TO and SIE licenses. James Reinhart is registered to provide securities advice in 26 states. In addition to his work at Cambridge Investment Research Advisors, Inc., James Reinhart is involved in a number of other 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.
Solicitation fees from 3rd party money managers
1
2
IL
04/08/2020 - Present
Cambridge Investment Research Advisors, Inc. (Naperville IL)
CA
02/21/1992 - 01/19/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IL
05/01/1985 - 02/24/1992
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
IA
Issued 01/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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