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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 advisor with Cetera Investment Advisers LLC in TUKWILA, WA. James has been in the financial services industry since 1983 and has a wide range of experience in providing financial advice to individuals and businesses. He is a Certified Financial Planner and holds several securities licenses, including Series 6, 7, 22, and 63. James has worked with VOYA FINANCIAL ADVISORS, INC. and Locust Street Securities, Inc. James is registered with FINRA and the state of Washington, as well as a number of other states. James specializes in financial planning, portfolio management, and retirement planning. James is committed to helping his clients achieve 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 01/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/04/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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