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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames C. Deminno is a financial advisor with Avantax Advisory Services. James is a Registered Representative with 20 years of experience in the financial industry. He has a Personal Financial Specialist designation and is a member of the Society of Certified Financial Planners. James provides financial planning services to individuals and businesses. He is a certified public accountant and has extensive experience in tax planning and preparation, and estate planning. James is committed to helping clients 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
FL
01/09/2023 - Present
Avantax Advisory Services (Boca Raton FL)
NY
05/24/2010 - 01/18/2023
CETERA FINANCIAL SPECIALISTS LLC (NEW CITY NY)
NY
07/10/2009 - 05/27/2010
ROYAL ALLIANCE ASSOCIATES, INC. (NEW CITY NY)
NY
10/24/2005 - 07/15/2009
GENWORTH FINANCIAL SECURITIES CORPORATION (NEW CITY NY)
NJ
10/22/2002 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
BC
Issued 10/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/21/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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