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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 Jacob Bartoszewicz is an investment advisor representative with Global Retirement Partners LLC. James is a registered Investment Advisor in Pennsylvania. James has over 20 years of experience in the financial services industry. James has worked for several firms including Financial Telesis Inc., Invesmart Securities, LLC, Pruco Securities Corporation and LifeMark Securities Corp. James has passed several industry exams including the Series 6, Series 7, Series 24 and Series 63. James is also a principal of C&J Enterprises, LLC and is a Senior Vice President, Retirement Plan Consulting Advisor for HUB International.
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.
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2
PA
12/01/2021 - Present
Global Retirement Partners LLC (Pittsburgh PA)
PA
01/31/2008 - 01/15/2009
FINANCIAL TELESIS INC (PITTSBURG PA)
PA
01/25/2001 - 02/28/2005
INVESMART SECURITIES, LLC (PITTSBURGH PA)
NJ
12/20/1997 - 04/25/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
12/11/1996 - 11/30/1997
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
IA
Issued 11/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 05/30/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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