Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Whitney Story is a financial advisor registered with Cetera Investment Advisers LLC. James has been a financial advisor for over 25 years and is also the President/CEO of Colony Financial Services, Inc. James has a wide range of experience in financial planning, portfolio management, and other advisory services. James is committed to helping 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.
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2
GA
06/29/2023 - Present
Cetera Investment Advisers LLC (Fitzgerald GA)
GA
02/24/2014 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (FITZGERALD GA)
GA
08/09/2006 - 03/12/2014
FIRST MIDWEST SECURITIES, INC. (FITZGERALD GA)
GA
09/09/2003 - 08/04/2006
MUTUAL SERVICE CORPORATION (FITZGERALD GA)
OK
09/04/2003 - 09/09/2003
WILBANKS SECURITIES, INC. (OKLAHOMA CITY OK)
FL
03/02/2001 - 08/27/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
06/11/1996 - 03/05/2001
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 11/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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