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 financial advisor with over 25 years of experience. He is a Certified Public Accountant (CPA) and has held a variety of roles in the financial services industry. James is currently registered with Cetera Investment Advisers LLC, which is a well-established financial services firm. He also has experience working for TFS Securities, Inc. and C. J. M. PLANNING CORP. James is committed to providing comprehensive financial planning and investment management services to his clients. He works with individuals and families of all ages, as well as businesses. James is passionate about helping his clients achieve their 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.
1
2
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 06/27/2002
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/22/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Fontanella is the right advisor for you? Invested Better is here to help.
