Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Zientara is a financial advisor with over 40 years of experience in the financial services industry. James is currently registered with Raymond James Financial Services Advisors, Inc. in Lakewood Ranch, Florida. James has worked at Raymond James Financial Services, Inc. and Morgan Stanley & Co. Incorporated. James holds several licenses including Series 65, Series 63, Series 9, Series 10, SIE, Series 5, PC, Series 7, and Series 1. James specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, corporations, insurance companies, pension and profit-sharing plans, and charitable organizations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
07/29/2009 - Present
Raymond James Financial Services Advisors, Inc. (LAKEWOOD RANCH FL)
FL
04/02/2007 - 05/29/2009
MORGAN STANLEY & CO. INCORPORATED (BRADENTON FL)
FL
02/24/1978 - 04/02/2007
MORGAN STANLEY DW INC. (BRADENTON FL)
NA
11/05/1975 - 02/24/1978
DEAN WITTER & CO. INCORPORATED
IA
Issued 02/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/21/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1982
Series 5 - Interest Rate Options Examination
BC
Issued 02/06/1979
PC - AMEX Put and Call Exam
BC
Issued 10/18/1975
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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