Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Sayas is an investment advisor representative who has been in the industry since 2009. James holds Series 63 and 65 securities licenses and has worked with Princor Financial Services Corporation and Global View Capital Management, LLC. Currently, James is a registered investment advisor representative with Encompass More Asset Management LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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WI
09/09/2024 - Present
Encompass More Asset Management LLC (NEW BERLIN WI)
WI
03/26/2009 - 12/31/2014
PRINCOR FINANCIAL SERVICES CORPORATION (ELM GROVE WI)
IA
Issued 03/31/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2014
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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