Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Jelinek is a financial advisor affiliated with LPL Financial LLC. James has been in the financial services industry since 2008. James holds Series 6, Series 63, and SIE licenses. James is registered with the state of Illinois. James's previous experience includes BMO Harris Financial Advisors, Inc. and Harris Investor 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.
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2
IL
03/24/2021 - Present
LPL Financial LLC (ROLLING MEADOWS IL)
IL
03/10/2017 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (ROLLING MEADOWS IL)
IL
11/18/2008 - 08/31/2010
HARRIS INVESTOR SERVICES, INC. (ROLLING MEADOWS IL)
BC
Issued 04/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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