Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Thomas Staines is a retirement consultant at Principal Advised Services, a firm with over 1200 clients and over $569 million in assets under management. James is registered with FINRA, the state of Florida, and the state of Iowa, and is also a Registered Representative in Alabama, Georgia, and South Carolina. James has a Series 7TO and Series 66 license and is licensed to sell fixed annuities, life insurance, long-term care insurance, and disability insurance. James also holds a position as a state committeeman for the Florida political party.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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FL
01/26/2025 - Present
Principal Advised Services (DUNNELLON FL)
BOTH
Issued 11/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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