Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Beverley has been in the financial services industry since 1997. James is a registered representative of Kestra Investment Services, LLC and an Investment Advisor Representative of Kestra Advisory Services, LLC. James is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Consultant. James is a successful financial advisor with a long track record of helping individuals and families achieve their financial goals. James is committed to providing personalized financial advice and guidance to help clients make informed decisions about their money.
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.
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
IL
04/19/2016 - Present
Kestra Advisory Services, LLC (BURR RIDGE IL)
IL
01/28/1997 - 08/07/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OAK BROOK IL)
WI
01/28/1997 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 05/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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