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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 Lebzelter is an investment advisor representative with LPL Financial LLC. James Lebzelter has been in the securities industry since November 4, 1987. James Lebzelter holds Series 6, SIE and Series 63 licenses. James Lebzelter previously worked for Cetera Advisor Networks LLC, MML Investors Services, LLC, MSI Financial Services, Inc., New England Securities, Transamerica Financial Advisors, Inc., 1st Cleveland Securities Corp, Advantage Capital Corporation and Pruco Securities Corporation. James Lebzelter is registered with the following states: Florida, North Carolina, Ohio, Pennsylvania and South Carolina.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
04/29/2020 - Present
LPL Financial LLC (ASHTABULA OH)
OH
01/02/2018 - 04/29/2020
CETERA ADVISOR NETWORKS LLC (MADISON OH)
OH
06/20/2017 - 12/31/2017
CETERA ADVISOR NETWORKS LLC (MADISON OH)
OH
03/25/2017 - 06/30/2017
MML INVESTORS SERVICES, LLC (Madison OH)
OH
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Madison OH)
OH
03/27/2003 - 01/02/2015
NEW ENGLAND SECURITIES (ASHTABULA OH)
CA
11/30/1998 - 04/01/2003
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
OH
12/03/1996 - 07/06/1998
1ST CLEVELAND SECURITIES CORP (GARFIELD HEIGHTS OH)
GA
06/15/1995 - 10/29/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
NJ
05/08/1987 - 07/07/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 08/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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