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 Degaetano is a financial advisor at CWM, LLC, with over 20 years of experience in the financial services industry. James has held prior roles with LPL Financial LLC, First Command Financial Planning, Inc. and Edward Jones. He is licensed in Louisiana, Pennsylvania and Texas. James is also a Certified Financial Planner. James's firm, CWM, LLC offers financial planning, portfolio management for individuals and selection of other advisors. They provide financial planning services to individuals, high-net-worth individuals, corporations and other businesses, and pension and profit-sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
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2
NE
04/19/2022 - Present
CWM, LLC (OMAHA NE)
PA
03/06/2017 - 05/17/2022
LPL FINANCIAL LLC (CARLISLE PA)
PA
04/02/2007 - 03/02/2017
FIRST COMMAND FINANCIAL PLANNING, INC. (CARLISLE PA)
MO
09/24/2002 - 02/21/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 06/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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