James V. Shields
Cohen & Steers Securities, Llc
Financial Planner in Xenia, OH
Address:2639 Indian Wells Trl
Xenia, OH 45385
About James V. Shields
James Shields is a financial professional at Cohen & Steers Securities, Llc located in Xenia, Ohio. James Shields holds an industry securities registration subject to FINRA oversight having passed securities examinations including S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
James Shields provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
James Shields2639 Indian Wells Trl
Xenia, OH 45385
Phone Number:
Click to Show
Website:
Looking for a financial advisor located near Xenia, Ohio? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.