Unclaimed
Timothy C James is a financial advisor with Hantz Financial Services, Inc. Timothy has been in the industry since 2004 and is licensed to provide financial advice in several states, including Michigan, Florida, California and Ohio. Timothy is an active member of the financial services community and is dedicated to providing clients with personalized financial advice and guidance.
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.
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.
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
MI
01/18/2017 - Present
Hantz Financial Services, Inc. (TAYLOR MI)
IA
Issued 05/03/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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