Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Zifer is a financial advisor in Overland Park, Kansas. James is associated with Creativeone Wealth, LLC. James is a registered Investment Advisor Representative in Ohio. James has been in the industry since 1996. James holds Series 6, 63, and 65 licenses. James specializes in providing financial advice to high-net-worth individuals, corporations and other businesses, investment companies, charitable organizations, individuals other than high-net-worth individuals, and pension and profit sharing plans. James is also a board member of New Albany Exchange Condo Assn. James' primary business is Preferred Planning Services, an independent insurance agency.
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.
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.
Strategic management for diversified investment portfolios.
Sub adviser 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.
Sub-adviser fees/solicitor fees
1
2
KS
01/05/2017 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
OH
03/07/2014 - 12/31/2014
CLIENT ONE SECURITIES LLC (NEW ALBANY OH)
OH
08/18/2000 - 12/06/2013
HARBOUR INVESTMENTS, INC. (NEW ALBANY OH)
AZ
06/25/1997 - 08/18/2000
MTL EQUITY PRODUCTS, INC. (FOUNTAIN HILLS AZ)
IA
Issued 12/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2014
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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