Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edward Balesano is a financial advisor with Ameriprise Financial Services, LLC. James has been in the industry since 1978 and has worked at both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. James is registered in 18 states and has a variety of securities licenses and exams, including Series 7, Series 6, Series 22, and Series 63. James provides financial planning services, educational seminars, and asset allocation services to individuals, businesses, trusts/estates, charities, and pension plans.
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.
Asset allocation 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.
1
2
CT
01/31/1987 - Present
Ameriprise Financial Services, LLC (GLASTONBURY CT)
MN
12/06/1978 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
12/06/1978 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 10/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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