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 Fisher is a financial advisor at Ameriprise Financial Services, LLC with over 27 years of experience in the financial services industry. James has a wide range of experience, having worked with clients from various backgrounds, including corporations, high-net-worth individuals, and charitable organizations. James is licensed to provide financial advice in 34 states and has the Series 7, 31, and 66 licenses. James is committed to helping individuals and families 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.
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.
1
2
VA
05/31/2024 - Present
Ameriprise Financial Services, LLC (VIRGINIA BEACH VA)
MA
09/22/2023 - 01/06/2024
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
05/01/2010 - 09/20/2023
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
04/16/1998 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
NY
10/17/1996 - 04/03/1998
FARSIGHT FINANCIAL SERVICES, L.P. (NEW YORK NY)
CA
09/13/1996 - 10/14/1996
STOCKCROSS, INC. (BEVERLY HILLS CA)
NY
10/18/1995 - 06/28/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 07/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 10/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Fisher is the right advisor for you? Invested Better is here to help.
