Unclaimed
James Browning is a financial advisor who is currently affiliated with Packerland Brokerage Services, Inc. James has over 30 years of experience in the financial services industry and is licensed to conduct business in multiple states including California, Illinois, Indiana, Nebraska, Texas and Wisconsin. Packerland Brokerage Services, Inc. specializes in providing a variety of services to individuals, businesses, and charitable organizations. James and Packerland Brokerage Services, Inc. can offer financial planning, pension consulting, educational seminars, and portfolio management services.
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.
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.
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2
WI
01/06/2015 - Present
Packerland Brokerage Services, Inc. (Brookfield WI)
WI
07/07/2011 - 01/12/2015
ABACUS INVESTMENTS, INC. (DOUSMANS WI)
WI
05/11/2007 - 07/21/2011
J.W. COLE FINANCIAL, INC. (CLEVELAND WI)
IL
08/28/2006 - 01/05/2007
ALLSTATE FINANCIAL SERVICES, LLC (ELMHURST IL)
IL
01/03/2006 - 08/17/2006
J.W. COLE FINANCIAL, INC. (SYCAMORE IL)
MA
07/26/2004 - 12/31/2005
WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)
MN
04/20/2000 - 07/23/2004
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MA
03/08/1999 - 04/27/2000
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NY
05/21/1998 - 01/22/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
05/21/1998 - 01/22/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IL
07/27/1983 - 10/08/1997
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
BC
Issued 12/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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