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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 Podgorny is an Investment Advisor Representative at Wellington Consulting Services Inc.. James is currently registered with the state of Florida. James has a Series 65 license. James has been in the industry since June 2010. James works with individuals and high-net-worth individuals.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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FL
06/02/2011 - Present
Wellington Consulting Services Inc. (Delray Beach FL)
IA
Issued 05/12/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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