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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 Anthony Frisone is a financial advisor with Ameriprise Financial Services, LLC, and has been in the industry since October 1998. James is a Registered Representative and Investment Advisor Representative, and holds Series 4, 7, 24, 53, 63, and 65 licenses. He specializes in investment management, financial planning, and retirement planning. James has a strong background in working with individual investors, corporations, and trusts. He is dedicated to providing personalized financial advice and helping his 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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
AZ
07/15/2024 - Present
Ameriprise Financial Services, LLC (Scottsdale AZ)
MI
04/14/2009 - 10/14/2009
AMERIPRISE ADVISOR SERVICES, INC. (DETROIT MI)
MN
10/07/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2006
Series 4 - Registered Options Principal Examination
BC
Issued 12/03/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/24/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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