Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kujawski is a financial advisor with over 30 years of experience in the financial industry. James has been associated with Ameriprise Financial Services, LLC, since 2018, and previously held positions at UBS Financial Services Inc., Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Prudential Securities Incorporated, Smith Barney Inc., and Lehman Brothers Inc. James has a wide range of experience and expertise and is committed to providing personalized financial advice and guidance to clients.
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
MD
04/02/2018 - Present
Ameriprise Financial Services, LLC (Annapolis MD)
MD
02/06/2009 - 03/16/2018
UBS FINANCIAL SERVICES INC. (ANNAPOLIS MD)
MD
04/02/2007 - 02/10/2009
MORGAN STANLEY & CO. INCORPORATED (ANNAPOLIS MD)
MD
04/24/1999 - 04/02/2007
MORGAN STANLEY DW INC. (ANNAPOLIS MD)
NY
03/21/1997 - 04/14/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 02/28/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
09/04/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 05/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 08/31/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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