Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McKay is a financial professional with over 40 years of experience in the industry. James is currently registered with Cetera Investment Advisers LLC and has been with the firm since June 2023. Prior to joining Cetera, James worked with VOYA FINANCIAL ADVISORS, INC. from January 2004 to June 2021. James is also a Registered Representative (Series 7, Series 6, Series 22, Series 63, Series 65, and SIE) and a Certified Financial Planner. James has experience with a wide range of clients and their needs, including high net worth individuals, individuals other than high net worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. James McKay is dedicated to helping clients reach their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
WA
06/29/2023 - Present
Cetera Investment Advisers LLC (TUKWILA WA)
WA
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (TUKWILA WA)
IA
01/24/1986 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NA
10/06/1983 - 02/10/1986
NEW YORK LIFE SECURITIES CORP.
IA
Issued 1/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/26/2006
Series 7 - General Securities Representative Examination
BC
Issued 7/23/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/4/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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