Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Downing has been in the financial industry since 1988 and is currently registered with Ameriprise Financial Services, LLC in Ann Arbor, Michigan. James has a Series 7, Series 63, and SIE license. He is a CERTIFIED FINANCIAL PLANNER™ professional. James is registered in 23 states and has experience working with a wide range of clients, including individuals, trusts, estates, charitable organizations, corporations, and pension plans. James has previously worked with IDS LIFE INSURANCE COMPANY in Minneapolis, Minnesota. James and his firm offer financial planning, asset allocation, investment management, educational seminars, pension consulting and publication of periodicals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
MI
10/04/2006 - Present
Ameriprise Financial Services, LLC (ANN ARBOR MI)
MN
11/30/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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