Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Salmon is a financial advisor with Stifel, Nicolaus & Company, Inc. James has been in the financial industry since June 4, 1991. James has a total of 24 years of experience in the securities industry. James is licensed to provide investment advice in Oregon, Texas, and other states. The firm has more than $100 billion in assets under management. James specializes in providing financial planning, portfolio management, and other services to individual and institutional clients.
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.
1
2
OR
10/22/2009 - Present
Stifel, Nicolaus & Company, Inc. (BEND OR)
OR
06/05/1991 - 06/03/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND OR)
IA
Issued 09/15/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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