Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Menezes has over 30 years of experience in the financial services industry. James is a registered representative and investment advisor representative with Cetera Investment Advisers LLC. Previously, James was associated with VOYA FINANCIAL ADVISORS, INC. and LOCUST STREET SECURITIES, INC. among others. James offers a variety of financial services, including financial planning, portfolio management, and insurance sales. James's commitment to client service and personalized financial strategies has allowed him to build a strong reputation within the industry.
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.
1
2
OR
06/29/2023 - Present
Cetera Investment Advisers LLC (EUGENE OR)
OR
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (EUGENE OR)
IA
05/20/1994 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NA
05/24/1988 - 05/31/1994
NYLIFE SECURITIES INC.
NY
03/15/1984 - 05/31/1994
NYLIFE SECURITIES INC. (NEW YORK NY)
NA
03/12/1987 - 06/14/1988
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
IA
Issued 9/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/8/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/14/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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