Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Albert Giunchi is a financial advisor with Ameriprise Financial Services, LLC. James is a registered representative with both FINRA and the state of Virginia. James is a licensed securities professional with over 20 years of experience in the financial services industry. James has worked with clients in various states, including Texas, Virginia, Maryland, California, New York, and Missouri. James has experience working at several financial institutions, including Edward Jones, BT Alex. Brown Incorporated, Alex. Brown & Sons Incorporated, Wedbush Securities Inc, and Chimera Securities, LLC. James is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
Asset allocation services
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.
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2
VA
01/08/2018 - Present
Ameriprise Financial Services, LLC (RESTON VA)
NY
10/30/2015 - 02/26/2016
CHIMERA SECURITIES, LLC (NEW YORK NY)
CA
10/15/2014 - 09/18/2015
WEDBUSH SECURITIES INC. (LOS ANGELES CA)
MO
03/28/2013 - 05/03/2013
EDWARD JONES (ST. LOUIS MO)
MD
09/01/1997 - 01/08/1998
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
07/30/1996 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
BOTH
Issued 12/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2014
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/27/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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