Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Duquesne Ankiewicz is a registered investment advisor representative with Cetera Investment Advisers LLC. James has been working in the financial industry since August 2013. He has worked with Wells Fargo Advisors, LLC and PNC Investments in the past. James has a Series 66 license, as well as Series 7 and SIE licenses. James holds registrations in Alabama, Delaware, Florida, Georgia, Indiana, Louisiana, Mississippi, North Carolina, South Carolina, Tennessee, and Texas. James has experience working with a wide range of clients, including individuals, corporations, charitable organizations, and pension plans. James provides financial planning services, pension consulting, and educational seminars. James is committed to helping his 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.
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
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 4/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Ankiewicz is the right advisor for you? Invested Better is here to help.
