Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Milazzo is an investment advisor representative with Axxcess Wealth Management, LLC, located in Overland Park, Kansas. James has been working in the financial services industry since 1999, and has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. James is registered to provide investment advisory services in Kansas and Texas. He holds Series 7, 63, 31, and 65 licenses as well as the SIE exam. James specializes in providing financial planning, portfolio management, and investment advisory services. He is also a licensed insurance agent. James is committed to providing his clients with personalized financial advice and guidance to help them 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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KS
03/30/2022 - Present
Axxcess Wealth Management, LLC (Overland Park KS)
KS
05/27/2005 - 04/13/2022
WELLS FARGO CLEARING SERVICES, LLC (OVERLAND PARK KS)
MO
10/26/1999 - 06/01/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 07/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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