Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Zidd is a financial advisor with over 35 years of experience in the industry. James is currently registered with Commonwealth Financial Network, and has previously held roles at THE TAVENNER COMPANY, W. H. COLSON SECURITIES, INC., NFP SECURITIES, INC., TRANSAMERICA FINANCIAL ADVISORS, INC., TRANSAMERICA SECURITIES SALES CORPORATION and NEW ENGLAND SECURITIES. James provides financial planning, pension consulting and portfolio management services to a wide range of 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
04/05/2023 - Present
Commonwealth Financial Network (Medina OH)
OH
01/02/2018 - 04/05/2023
THE TAVENNER COMPANY (Medina OH)
OH
04/01/2010 - 12/31/2017
W. H. COLSON SECURITIES, INC. (MEDINA OH)
OH
01/06/2006 - 03/31/2010
NFP SECURITIES, INC. (MEDINA OH)
CA
09/13/1990 - 12/31/2005
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
CA
09/13/1990 - 08/01/1995
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
NY
03/24/1987 - 02/24/1990
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 08/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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