Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Riner is a financial advisor with Centaurus Financial, Inc. based in Redlands, CA. James has over 40 years of experience in the financial services industry and holds several licenses and certifications, including Series 63, Series 24, Series 7, and Series 1. James has previously worked with Crown Capital Securities, L.P. and Titan/Value Equities Group, Inc. James specializes in providing financial planning services to individuals and businesses, and also offers portfolio management, pension consulting, and educational seminars.
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
CA
10/13/2023 - Present
Centaurus Financial, Inc. (REDLANDS CA)
CA
06/12/2020 - 10/19/2023
CROWN CAPITAL SECURITIES, L.P. (Redlands CA)
CA
06/17/2013 - 06/10/2020
CENTAURUS FINANCIAL, INC. (REDLANDS CA)
CA
01/20/2000 - 07/02/2013
CROWN CAPITAL SECURITIES, L.P. (REDLANDS CA)
CA
08/18/1998 - 01/18/2000
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
CA
07/09/1984 - 07/28/1998
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
01/11/1974 - 03/17/1978
CHARTERED INVESTMENT SERVICES, INCORPORATED
NA
08/13/1973 - 01/11/1974
TRACEY & DAUM SECURITIES INC
NA
07/19/1973 - 09/01/1973
MUTUAL FUND INVESTORS, INC.
BC
Issued 07/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1984
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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