Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Wilson Anderson is a financial advisor with over 10 years of experience in the industry. James has been registered with Raymond James Financial Services Advisors, Inc. since February 2024. Prior to joining Raymond James, James held positions at Charles Schwab & Co., Inc. and J. Alden Associates, Inc. James is a Series 7, 9, 10, 63 and 66 licensed professional. James has a strong background in financial planning and portfolio management and is committed to providing his clients with personalized financial advice. James works out of the Geneva, Illinois office of Raymond James.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
02/01/2024 - Present
Raymond James Financial Services Advisors, Inc. (Geneva IL)
PA
09/30/2021 - 12/06/2022
J. ALDEN ASSOCIATES, INC. (WAYNE PA)
IL
10/13/2011 - 07/08/2021
CHARLES SCHWAB & CO., INC. (CHICAGO IL)
IL
09/05/2007 - 09/01/2009
CHARLES SCHWAB & CO., INC. (CHICAGO IL)
NY
06/14/1995 - 08/09/1996
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 05/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/23/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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