Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Walter Quaider is a financial advisor with over 28 years of experience in the financial services industry. He currently works at Citigroup Global Markets Inc. James has a wide range of experience in the financial services industry, including working at USAA Investment Services Company, J.P. Morgan Securities LLC, and Chase Investment Services Corp. James has held various licenses and certifications, including Series 7, 24, 52, 53, 63, 65, and 66. James is registered to provide investment advice in all 50 states and the District of Columbia. James is a trusted advisor who can help you reach your 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.
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.
Asset allocation advice
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
TX
02/04/2022 - Present
Citigroup Global Markets Inc. (Irving TX)
TX
09/18/2020 - 01/06/2022
BBVA SECURITIES INC. (DALLAS TX)
TX
06/08/2020 - 06/17/2020
USAA INVESTMENT SERVICES COMPANY (ADDISON TX)
TX
03/13/2015 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
09/18/2013 - 01/07/2015
J.P. MORGAN SECURITIES LLC (MANSFIELD, TX)
TX
10/17/2012 - 09/16/2013
PARK AVENUE SECURITIES LLC (AUSTIN TX)
TX
10/01/2012 - 10/09/2012
J.P. MORGAN SECURITIES LLC (COLLEYVILLE TX)
TX
10/06/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLLEYVILLE TX)
TX
10/21/2004 - 02/01/2010
CUNA BROKERAGE SERVICES, INC. (AUSTIN TX)
IL
03/31/2000 - 10/07/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
09/18/1996 - 09/14/1999
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NA
12/19/1994 - 09/18/1996
CHEMICAL INVESTMENT SERVICES CORP.
MO
07/21/1992 - 09/28/1994
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 10/29/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/22/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure James Quaider is the right advisor for you? Invested Better is here to help.
