Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Campo is a financial advisor currently registered with Cetera Investment Advisers LLC. James has been in the financial services industry for over 29 years. They are a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6, 7, and 63 licenses. James has prior registration experience with IFG NETWORK SECURITIES, INC. and MUTUAL SERVICE CORPORATION. James offers financial planning services and portfolio management services to a range of clients, including individuals, businesses, and retirement plans. James is also licensed to sell life, health, and disability insurance as well as long-term care and property and casualty insurance.
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
FL
03/06/2024 - Present
Cetera Investment Advisers LLC (SEWALLS POINT FL)
GA
02/10/1995 - 01/02/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
MA
05/09/1994 - 12/31/1994
MUTUAL SERVICE CORPORATION (BOSTON MA)
BC
Issued 05/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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