Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Witkowski has been an active advisor for over 20 years, helping individuals and families reach their financial goals. James has a deep understanding of the financial markets and a commitment to providing personalized advice that meets each client's unique needs. His experience at Edward Jones and American Express Financial Advisors has equipped him with a wide range of expertise in investment strategies, financial planning, and insurance. James is currently registered with Cetera Investment Advisers LLC, a leading independent financial services firm. James is passionate about helping his clients build a secure financial future.
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.
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
MO
03/21/2024 - Present
Cetera Investment Advisers LLC (LIBERTY MO)
MO
10/11/2002 - 11/27/2009
EDWARD JONES (KANSAS CITY MO)
MN
07/26/2000 - 10/03/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/26/2000 - 10/03/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 8/5/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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