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 Zara is a financial advisor based in Chesterfield, MO. James has been working in the financial services industry since 1992 and is currently registered with Northwestern Mutual Investment Services, LLC. James holds several industry licenses and has a strong track record of providing investment advice to clients. James is committed to helping clients achieve their financial goals through personalized financial planning. In addition to Northwestern Mutual Investment Services, LLC, James has also worked at Robert W. Baird & Co. Incorporated.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
MO
03/10/1992 - Present
Northwestern Mutual Investment Services, LLC (CHESTERFIELD MO)
WI
02/15/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 03/31/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/09/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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