Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames V Cairo is a financial advisor with over 25 years of experience in the financial services industry. James is currently registered with Cetera Investment Advisers LLC and has previously worked with Summit Brokerage Services, Inc., Fifth Third Securities, Inc., McDonald Investments Inc., and Raymond James & Associates, Inc. James offers a variety of financial services, including financial planning, portfolio management, and pension consulting. James is dedicated to providing personalized advice and guidance to help clients achieve their financial goals.
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
FL
05/17/2023 - Present
Cetera Investment Advisers LLC (Fort Myers FL)
FL
05/27/2011 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (FORT MYERS FL)
FL
02/19/2003 - 06/03/2011
FIFTH THIRD SECURITIES, INC. (FORT MYERS FL)
OH
03/24/2000 - 02/10/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
FL
06/12/1996 - 04/03/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 8/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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