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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 Senatore is a financial advisor with Raymond James Financial Services Advisors, Inc. in Phoenix, Arizona. James has been in the financial services industry since 1995. James has experience working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. James provides a range of financial services, including financial planning, portfolio management, and retirement planning. James is a registered representative of Raymond James Financial Services Advisors, Inc. and is also a licensed investment advisor.
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
AZ
08/02/2022 - Present
Raymond James Financial Services Advisors, Inc. (Phoenix AZ)
CA
03/17/2021 - 07/08/2021
CETERA INVESTMENT SERVICES LLC (MONROVIA CA)
CA
08/01/2018 - 09/25/2020
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
WA
04/03/2017 - 09/25/2020
CUSO FINANCIAL SERVICES, L.P. (Vancouver WA)
AZ
09/15/2015 - 07/26/2016
PRINCIPAL SECURITIES, INC. (PHOENIX AZ)
MO
01/25/2008 - 03/24/2015
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MA
11/30/2006 - 09/25/2007
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
NY
12/08/2004 - 12/06/2006
IFMG SECURITIES, INC. (LAKE SUCCESS NY)
NY
03/12/2001 - 12/01/2004
NFB INVESTMENT SERVICES CORP. (MELVILLE NY)
NY
06/19/2000 - 03/07/2001
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
03/11/1996 - 06/19/2000
REPUBLIC FINANCIAL SERVICES CORPORATION (NEW YORK NY)
CA
03/01/1994 - 03/14/1996
FN INVESTMENT CENTER (SACRAMENTO CA)
RI
07/09/1992 - 02/28/1994
FISCO EQUITY, INC. (LINCOLN RI)
MA
02/27/1992 - 04/27/1992
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/27/1992 - 04/27/1992
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 12/02/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/29/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/14/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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