Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Tegtmeier-hedinger is a financial advisor with Edward Jones. James has been working in the financial industry since 2003 and has a wide range of experience in the industry. James is also a Registered Representative of Edward Jones. James holds the following licenses: Series 3, Series 4, Series 6, Series 7, Series 24, Series 52, Series 53, Series 63, Series 65, Series 66, and the SIE. James is registered to conduct business in Arizona, California, and Iowa. James has been associated with Edward Jones since October 2024. James previously worked at several other financial firms including Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, SagePoint Financial, Inc., Securities Management & Research, Inc., Berthel, Fisher & Company Financial Services, Inc., Broker Dealer Financial Services Corp., Voya Financial Advisors, Inc., Voya Financial Partners, LLC, Best Direct Securities, LLC, Workman Securities Corporation, CUNA Brokerage Services, Inc., and GMAC Investment Services, Inc.
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.
See schedule d - miscellaneous
1
2
MO
10/29/2024 - Present
Edward Jones (ST LOUIS MO)
GA
03/07/2022 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
03/07/2022 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
03/07/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
03/07/2022 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
03/04/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
IA
06/25/2019 - 07/17/2020
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
IA
05/21/2019 - 07/17/2020
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Urbandale IA)
IA
08/08/2016 - 01/05/2018
BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)
IA
07/27/2012 - 08/05/2016
VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)
IA
07/27/2012 - 08/05/2016
VOYA FINANCIAL PARTNERS, LLC (DES MOINES IA)
IA
06/05/2008 - 07/11/2012
BEST DIRECT SECURITIES, LLC (CEDAR FALLS IA)
IA
10/16/2006 - 03/20/2008
WORKMAN SECURITIES CORPORATION (INDEPENDENCE IA)
IA
04/25/2000 - 02/06/2006
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MN
11/09/1999 - 02/14/2000
GMAC INVESTMENT SERVICES, INC. (BLOOMINGTON MN)
IA
Issued 11/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/14/2008
Series 4 - Registered Options Principal Examination
BC
Issued 08/24/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2008
Series 3 - National Commodity Futures Examination
BC
Issued 04/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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