Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Anthony Bologna is a financial advisor with Allstate Financial Services, LLC, located in Clinton Township, Michigan. James has been in the financial industry since January 12, 2001. James's current licenses include Series 6, Series 63 and SIE. James has worked with Northwestern Mutual Investment Services, LLC in Troy, MI and Robert W. Baird & Co. Incorporated in Milwaukee, WI.
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.
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.
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MI
09/18/2006 - Present
Allstate Financial Services, LLC (Clinton Township MI)
MI
01/12/2001 - 09/15/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TROY MI)
WI
01/12/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 03/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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