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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Albert Moerkerke is a financial advisor with over 40 years of experience in the industry. James has a broad range of experience and credentials, including the Series 4, 7, 24, 63, and 65 licenses. James is also a Certified Financial Planner. James currently works for D.A. Davidson & Co. in Hamilton, Montana. James specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions. James has a strong commitment to helping 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.
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.
1
2
MT
10/04/2018 - Present
D.a. Davidson & Co. (HAMILTON MT)
IA
Issued 08/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/1992
Series 4 - Registered Options Principal Examination
BC
Issued 10/03/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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