Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Budzyn is a financial advisor with over 30 years of experience in the industry. James is currently registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since 2009. James has a broad range of experience in the financial services industry, having worked with a number of different firms throughout his career. He is also a Chartered Financial Consultant. James is committed to providing his clients with personalized financial advice and guidance.
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.
Solicitation fees from 3rd party money managers
1
2
IL
03/11/2010 - Present
Cambridge Investment Research Advisors, Inc. (GLENVIEW IL)
IL
09/13/2004 - 05/21/2009
LPL FINANCIAL CORPORATION (GLENVIEW IL)
NY
02/24/2004 - 09/13/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
12/03/1996 - 02/04/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
11/29/1996 - 02/04/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
IL
07/31/1996 - 09/25/1996
OAK BROOK SECURITIES CORP. (OAKBROOK TERRACE IL)
MA
02/11/1995 - 08/16/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/11/1995 - 08/16/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
02/14/1991 - 01/16/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/14/1991 - 01/16/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 01/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1996
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/12/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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