Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Ernest Jelinek is a financial advisor with Lincoln Investment. James has been in the industry since 1988 and is licensed to sell securities in Illinois. James has a Series 6, 7, 63, and 65 licenses, as well as a SIE designation. James is also a Vice President at David L. Jelinek Agency, LLC, a non-selling representative for insurance and investments. James specializes in providing financial advice to individuals, corporations, charitable organizations, and pension plans. He offers a variety of services, including financial planning, portfolio management, and selection of other advisors.
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.
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
IL
08/15/2014 - Present
Lincoln Investment (CHICAGO IL)
IL
02/15/2005 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (CHICAGO IL)
IL
08/01/2000 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
IL
01/22/1988 - 08/01/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
IA
Issued 10/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/12/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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