Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Janka is a financial advisor at Avantax Advisory Services, providing financial planning and portfolio management services to a range of clients, including individuals, businesses, and retirement plans. Janka has been in the financial services industry since 2009, and is registered with both FINRA and the state of Texas. Janka specializes in working with high-net-worth individuals and families, as well as those planning for retirement. Janka has experience with a variety of financial planning needs, including investment management, retirement planning, estate planning, and insurance.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
08/26/2021 - Present
Avantax Advisory Services (DALLAS TX)
NY
11/03/2020 - 08/16/2021
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
TX
08/21/2017 - 09/08/2020
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
TX
01/13/2017 - 08/09/2017
TD AMERITRADE, INC. (SOUTHLAKE TX)
MI
11/16/2012 - 09/06/2016
FIDELITY BROKERAGE SERVICES LLC (FLINT MI)
TX
07/17/2008 - 11/07/2012
H.D. VEST INVESTMENT SERVICES (IRVING TX)
BOTH
Issued 10/28/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Janka is the right advisor for you? Invested Better is here to help.
