Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames B Munson is a registered Investment Advisor Representative associated with Wealthplan Investment Management LLC. James is active in the Investment Advisor field and has passed the Series 65 Uniform Investment Adviser Law Examination. James is also a registered Investment Advisor in Pennsylvania. James has been consulting for Enable Your Enterprise LLC since 2014.
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.
Turnkey asset management provider platform & consulting, outsourced cio services and broker consulting
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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PA
09/04/2024 - Present
Wealthplan Investment Management LLC (Garnet Valley PA)
IA
Issued 09/04/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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