Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Blaszyk is a financial advisor at Wells Fargo Clearing Services, LLC, in BOCA RATON, FL. James has been in the financial services industry since January 2008. James has been registered with Wells Fargo Clearing Services, LLC since April 2008. James also has registrations in Arizona, California, Colorado, Delaware, Florida, Georgia, Illinois, Maryland, Minnesota, New Jersey, New Mexico, New York, North Carolina, South Carolina, Tennessee, Texas, Virginia, and Wisconsin. James has passed the Series 66, Series 7, and SIE exams. James specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
03/30/2015 - Present
Wells Fargo Clearing Services, LLC (BOCA RATON FL)
FL
08/13/2007 - 10/25/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MIAMI FL)
BOTH
Issued 08/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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