James Chandler Email & Phone Number
Chartered Wealth Manager and Branch Principal
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James Chandler Location
- Hessle, GB
James Chandler Work
- 2010 - now Chartered Wealth Manager and Branch Principal @ Raymond James Investment Services
- 2005 - 2010 Stockbroker and Financial Adviser @
James Chandler Education
- AF6 Senior Management & Supervision
(CII)
2014null - AF2 Business Financial Planning
(CII)
2013null - AF1 Personal Tax and Trust Planning
(CII)
2012null - Chartered Wealth Manager MSCI
(CISI)
2012null - Private Client & Investment Management Certificate (Level 6)
(CISI)
2011null - Diploma in Regulated Financial Planning
(CII)
2010null
James Chandler Skills
- Wealth Management
- Wealth
- QROPS
- Wealth Management Services
- K 12
- Retirement Planning
- Business Unit Management
- Banking
- Pensions
- Strategic Financial Planning
- Portfolio Management
James Chandler Summary
- James Chandler, based in Hessle, GB, is currently a Chartered Wealth Manager and Branch Principal at Raymond James Investment Services. James Chandler brings experience from previous roles at Edward Jones. James Chandler holds a AF6 Senior Management & Supervision. With a robust skill set that includes Wealth Management, Wealth, QROPS, Wealth Management Services, K 12 and more. James Chandler has 2 emails on RocketReach.
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