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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gordon Woytcke is a financial advisor with LPL Financial LLC, located in MAPLE GROVE, MN. James has been working in the financial industry since 1982 and has been with LPL Financial LLC since May 2024. He is registered to provide investment advice in 15 states including Arizona, California, Florida, and more. James Gordon Woytcke is also registered with FINRA, the Financial Industry Regulatory Authority. Prior to joining LPL Financial LLC, James worked at CROWN CAPITAL SECURITIES, L.P., MUTUAL SERVICE CORPORATION, TITAN/VALUE EQUITIES GROUP, INC., ROYAL ALLIANCE ASSOCIATES, INC., INTEGRATED RESOURCES EQUITY CORPORATION, SOUTHMARK FINANCIAL SERVICES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, and IDS FINANCIAL 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
05/01/2024 - Present
LPL Financial LLC (MAPLE GROVE MN)
MN
07/26/1999 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (MAPLE GROVE MN)
MA
03/31/1999 - 07/22/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
03/05/1990 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
AZ
11/19/1989 - 03/14/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
02/22/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/16/1988 - 03/08/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
03/29/1982 - 08/24/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
03/29/1982 - 08/24/1988
IDS LIFE INSURANCE COMPANY
NA
03/29/1982 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 03/29/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/26/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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