Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Francis Congema is a financial advisor with over 11 years of experience in the industry. James is registered with Kestra Advisory Services, LLC and has a Series 7, Series 66, and SIE. James has held previous roles with Wells Fargo Advisors Financial Network, LLC, and has been registered in New York, Delaware, Florida, New Jersey, North Carolina, Pennsylvania, South Carolina, and Vermont. James specializes in financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. James is committed to providing clients with personalized financial advice and guidance to help them reach 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.
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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NY
05/13/2022 - Present
Kestra Advisory Services, LLC (Kings Park NY)
NY
06/01/2011 - 06/06/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HAUPPAUGE NY)
NY
02/17/2011 - 03/24/2011
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HAUPPAUGE NY)
BOTH
Issued 07/20/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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