Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Jay Schipper is a financial advisor with Advisory Alpha, LLC, located in Holland, MI. James has been in the financial industry since 1995. James specializes in financial planning, pension consulting, educational seminars, and portfolio management. James is registered with the state of Michigan and Texas.
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.
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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MI
12/04/2017 - Present
Advisory Alpha, LLC (HOLLAND MI)
MI
09/12/2013 - 08/23/2024
TRIAD ADVISORS LLC (Holland MI)
MI
10/29/2010 - 09/12/2013
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)
MI
12/12/2005 - 11/02/2010
SAGEPOINT FINANCIAL, INC. (GRANDVILLE MI)
MI
06/01/2001 - 12/15/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (GRANDVILLE MI)
SC
01/24/1996 - 06/05/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
FL
07/21/1995 - 12/13/1995
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
BOTH
Issued 06/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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