Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Dunkel is a financial advisor at Raymond James Financial Services Advisors, Inc. James has been in the industry since 1998 and has experience in various financial services companies including Investment Centers of America, Inc. and LPL Financial LLC. James holds Series 63, 65, 7 and SIE licenses. James is a Certified Financial Planner™ professional. James specializes in providing financial advice to individuals, businesses and institutions. James is registered with the state of North Dakota and Texas as an investment advisor representative. James is a member of FINRA.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
ND
10/03/2024 - Present
Raymond James Financial Services Advisors, Inc. (Fargo ND)
ND
10/09/2009 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (FARGO ND)
ND
11/23/2005 - 11/28/2007
INVESTMENT CENTERS OF AMERICA, INC. (FARGO ND)
WI
11/07/1995 - 12/10/2003
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
MN
11/23/1994 - 11/07/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/23/1994 - 11/07/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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