Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames A. Cornfeld is a financial advisor who is registered with The Colony Group, LLC and has been in the industry for over 20 years. James has a wide range of experience in the financial services industry, having worked with both Northwestern Mutual Investment Services, LLC and FIRST BROKERAGE AMERICA, L.L.C.. James Cornfeld is a CERTIFIED FINANCIAL PLANNER™ professional, and offers a variety of financial services to individuals, families, and businesses. These services include portfolio management, financial planning, tax preparation, and estate planning.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
MO
07/01/2024 - Present
THE Colony Group, LLC (CLAYTON MO)
MO
10/24/2003 - 03/14/2006
FIRST BROKERAGE AMERICA, L.L.C. (CLAYTON MO)
WI
01/03/2002 - 08/07/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 04/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure James Cornfeld is the right advisor for you? Invested Better is here to help.
