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 Stawick is a registered investment advisor representative with Harvest Investment Services, LLC. James has been in the securities industry since 1997, and has experience with both individual and institutional clients. James holds Series 6, 63, and 65 licenses. James also owns The Stawick CPA Group, a bookkeeping and accounting business. James's background in accounting and finance gives him a unique perspective on investment management. James focuses on 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.
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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IN
02/06/2019 - Present
Harvest Investment Services, LLC (INDIANAPOLIS IN)
FL
08/20/2004 - 12/20/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
TX
03/15/2001 - 09/09/2002
NFP SECURITIES, INC. (AUSTIN TX)
NY
04/04/2000 - 03/23/2001
PARK AVENUE SECURITIES LLC (NEW YORK NY)
GA
08/15/1997 - 12/31/1998
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 09/10/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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