Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Ford Motteler is a financial advisor with Ameriprise Financial Services, LLC. James has been a financial advisor for over 30 years and holds Series 63, 65, 7, and SIE licenses. James has experience working at A.G. Edwards & Sons, Inc., Edward D. Jones & Co., L.P., Citigroup Global Markets Inc., and Wells Fargo Advisors, LLC. James's current location is in Reno, NV, where James is a registered representative for Ameriprise Financial Services, LLC. James focuses on helping individuals and families with their financial planning and investment needs. James also offers portfolio management services for businesses, individuals, and pension consulting.
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.
Asset allocation services
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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2
NV
03/13/2015 - Present
Ameriprise Financial Services, LLC (Reno NV)
CA
03/02/2009 - 03/16/2015
WELLS FARGO ADVISORS, LLC (SAN JOSE CA)
CA
04/30/2004 - 03/23/2009
CITIGROUP GLOBAL MARKETS INC. (SAN JOSE CA)
MO
12/23/1997 - 05/05/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
09/18/1991 - 12/19/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 04/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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