Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Watson Shirey has been a registered representative for over 45 years. James has held licenses with several firms, including Investors Brokerage Services, Inc., T.L. Hill Securities, Inc., The Variable Annuity Marketing Company, PMG Securities Corporation, Great American Advisors, Inc., Lincoln Investment and Capital Analysts. James is currently licensed with Lincoln Investment and Capital Analysts in Texas. James is a Series 63, 65, 1 and 6TO holder. James specializes in Financial Planning, Portfolio Management for Individuals and Portfolio Management for Businesses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
08/02/2010 - Present
Lincoln Investment (DALLAS TX)
TX
02/15/2005 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (DALLAS TX)
IL
08/01/2000 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
IL
08/12/1983 - 08/01/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
NA
07/05/1985 - 08/22/1987
T.L. HILL SECURITIES, INC.
NA
12/06/1976 - 08/08/1983
THE VARIABLE ANNUITY MARKETING COMPANY
IA
Issued 10/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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