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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 Kreutzer is a financial advisor with over 30 years of experience in the industry. James Kreutzer is currently registered with LPL Financial LLC in WALLED LAKE, MI. James Anthony Kreutzer has also worked with Ameriprise Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. James Anthony Kreutzer holds licenses for securities and investment advising and has taken several industry exams, including Series 3, 7, 8, 9, 10, 31, 63, and 65.
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
MI
04/21/2014 - Present
LPL Financial LLC (WALLED LAKE MI)
MI
04/30/2013 - 12/26/2013
AMERIPRISE FINANCIAL SERVICES, INC. (LIVONIA MI)
MI
02/06/1992 - 01/02/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARMINGTON HILLS MI)
IA
Issued 01/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/25/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2011
Series 3 - National Commodity Futures Examination
BC
Issued 10/08/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/04/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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