Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kolkmeier is a financial advisor affiliated with Charles Schwab & Co., Inc. James is a licensed securities professional with over 1 year of experience. James is also registered in all 50 states and the District of Columbia. Prior to joining Charles Schwab & Co., Inc., James worked at TD Ameritrade, Inc. James holds the Series 63, Series 7TO, and the SIE exams.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
02/20/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
02/26/2022 - 02/20/2023
TD AMERITRADE, INC. (Westlake TX)
BC
Issued 04/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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