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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 Ankiewicz is an investment advisor representative with Cetera Investment Advisers LLC based in Mobile, Alabama. James has been working in the financial industry since 2013. Prior to working with Cetera, James was employed by Wells Fargo Advisors and PNC Investments. James is registered with the Securities and Exchange Commission (SEC), as well as the states of Alabama, Delaware, Florida, Georgia, Indiana, Louisiana, Mississippi, North Carolina, South Carolina, and Tennessee. James holds Series 7, Series 66, and SIE securities licenses and specializes in providing investment advice and financial planning to individuals, corporations, and charitable organizations. James also coaches youth sports in his free time.
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.
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2
AL
09/30/2024 - Present
Cetera Investment Advisers LLC (MOBILE AL)
AL
03/07/2014 - 04/16/2015
WELLS FARGO ADVISORS, LLC (MOBILE AL)
AL
07/17/2013 - 02/28/2014
PNC INVESTMENTS (MOBILE AL)
BOTH
Issued 04/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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