Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Czubek is a financial advisor who has been in the industry since 2004. James is currently registered with Associated Investment Services, Inc. and has been with the firm since 2019. James has a Series 7 and Series 66 license and is registered in 14 states. James specializes in providing financial planning, portfolio management, and mutual fund wrap services. James has experience working with individuals, corporations, high-net-worth individuals, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Mutual fund wrap
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.
A percentage of the total value of assets under management is charged.
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2
WI
06/26/2019 - Present
Associated Investment Services, Inc. (SUAMICO WI)
WI
10/22/2004 - 06/13/2019
THRIVENT INVESTMENT MANAGEMENT INC. (SHAWANO WI)
BOTH
Issued 11/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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