Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Dillistone is a financial advisor who has been in the industry since 1998. James is currently registered with Bankers Life Advisory Services, Inc. in Idaho. James has previously worked with UVEST FINANCIAL SERVICES GROUP, INC., AMERICAN GENERAL SECURITIES INCORPORATED, INTERSECURITIES, INC., U.S.-WORLDWIDE FINANCIAL SERVICES, INC., AMERICAN-INTERCONTINENTAL FINANCIAL SERVICES CORPORATION, PML SECURITIES COMPANY, ADVANTAGE CAPITAL CORPORATION, and MONY SECURITIES CORP. James has a strong background in the financial services industry. James specializes in providing financial planning, portfolio management, and educational seminars to individuals and 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
ID
05/21/2020 - Present
Bankers Life Advisory Services, Inc. (Pocatello ID)
IL
04/11/2005 - 12/31/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CHICAGO IL)
AZ
08/26/2003 - 12/03/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
FL
08/03/2000 - 07/02/2003
INTERSECURITIES, INC. (ST. PETERSBURG FL)
TX
08/08/1996 - 08/21/1998
U.S.-WORLDWIDE FINANCIAL SERVICES, INC. (WACO TX)
FL
03/15/1993 - 08/05/1996
INTERSECURITIES, INC. (ST. PETERSBURG FL)
TX
08/01/1988 - 02/17/1993
AMERICAN-INTERCONTINENTAL FINANCIAL SERVICES CORPORATION (WACO TX)
DE
06/30/1988 - 10/04/1988
PML SECURITIES COMPANY (NEWARK DE)
GA
02/16/1987 - 09/28/1988
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
NA
11/06/1986 - 11/11/1986
MONY SECURITIES CORP.
IA
Issued 05/20/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/19/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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