Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Russell Magbee has been in the financial services industry since October 18, 1994. Magbee is currently registered with Raymond James Financial Services Advisors, Inc. as a Registered Representative. Magbee is also a Registered Investment Advisor in Georgia and Texas. Magbee is a seasoned professional with experience in various financial services firms. Magbee has been with Raymond James Financial Services Advisors, Inc. since December 2010 and has worked with clients in Georgia, Texas, and several other states.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
08/14/2019 - Present
Raymond James Financial Services Advisors, Inc. (ST. SIMONS ISLAND GA)
CA
01/11/2006 - 12/22/2010
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
NY
01/11/2005 - 01/03/2006
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
CA
06/13/2002 - 06/08/2004
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
NY
06/27/2001 - 06/13/2002
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
CT
11/23/1998 - 06/04/2001
GE INVESTMENT DISTRIBUTORS, INC (STAMFORD CT)
CA
07/27/1995 - 11/13/1998
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
CA
07/27/1995 - 12/31/1996
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
PA
08/05/1992 - 01/21/1994
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 02/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/04/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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