Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Albanese is a financial professional with over 30 years of experience in the industry. James is a Certified Financial Planner and Chartered Financial Consultant, currently working as a Registered Representative for Hantz Financial Services, Inc. in Willoughby, OH. James has a wide range of experience, having worked for several firms over the years, including VestAx Securities Corporation, Concord Brokerage Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company.
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.
Helps you choose top advisors aligned with your 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.
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
OH
11/04/2011 - Present
Hantz Financial Services, Inc. (WILLOUGHBY OH)
NA
06/23/1999 - 07/08/1999
HANTZ FINANCIAL SERVICES, INC.
OH
12/11/1997 - 06/25/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
MA
02/05/1997 - 12/16/1997
CONCORD BROKERAGE SERVICES, INC. (BOSTON MA)
MN
12/13/1991 - 01/16/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/13/1991 - 01/16/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/17/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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