Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Fontanella is a registered investment advisor representative with Cetera Investment Advisers LLC. James has been in the financial services industry since 1995. James is registered with FINRA and the state of New Jersey. James has a Series 6, Series 65 and Series 66 licenses. James also holds a CPA license. James has also been employed by C. J. M. PLANNING CORP. and TFS SECURITIES, INC. James also provides accounting and tax preparation services to small businesses and individuals. James is a knowledgeable and experienced investment advisor representative who can help you reach your financial goals.
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.
A percentage of the total value of assets under management is charged.
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NJ
10/24/2005 - Present
Cetera Investment Advisers LLC (WOODLAND PARK NJ)
NJ
09/01/1995 - 10/31/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
NJ
11/03/1999 - 11/05/1999
TFS SECURITIES, INC. (LINCROFT NJ)
IA
Issued 6/27/2002
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/22/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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