Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Devin Sunderwirth is a financial advisor with World Equity Group, Inc. James has been in the industry for over 8 years. James is registered in 25 states and has a wide range of experience in financial planning and investment management. James is a dedicated and knowledgeable advisor who is committed to helping clients achieve their financial goals. James is also a Certified Public Accountant and has a strong understanding of tax laws and regulations. James has been with World Equity Group since 2015. Prior to that, James worked at LPL Financial LLC and Northwestern Mutual. James is a valuable asset to World Equity Group and their clients.
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.
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.
1
2
IL
07/13/2018 - Present
World Equity Group, Inc. (Schaumburg IL)
FL
05/29/2015 - 01/15/2016
LPL FINANCIAL LLC (WEST PALM BEACH FL)
IA
Issued 06/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/29/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Sunderwirth is the right advisor for you? Invested Better is here to help.
