Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Veenstra is a financial advisor with Cambridge Investment Research, Inc. based in Lombard, IL. James has been in the industry since 1994 and has held previous roles with Transamerica Financial Advisors, Inc. James is registered in 8 states and holds Series 63, 65, 7, 24, and SIE licenses.
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.
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.
1
2
IL
04/12/2016 - Present
Cambridge Investment Research, Inc. (Lombard IL)
IL
09/04/2009 - 04/23/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (OAKBROOK IL)
IL
11/16/1994 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (OAKBROOK IL)
IA
Issued 04/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Veenstra is the right advisor for you? Invested Better is here to help.
