Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Fitzgibbon is a financial advisor with over 10 years of experience in the financial services industry. James is a Certified Financial Planner and is currently registered with Raymond James & Associates, Inc. in Illinois. James has held previous positions with WADDELL & REED, AMG National Bank & Trust, City of Chicago- Chicago Fire Dept, and DePaul University. James is also an Associate/Employee with City of Chicago- Chicago Fire Dept. James has a wide range of experience in financial planning, portfolio management, and other investment-related services. James is dedicated to providing clients with personalized financial advice to help them reach their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
IL
11/01/2023 - Present
Raymond James & Associates, Inc. (Chicago IL)
IL
07/18/2013 - 08/18/2014
WADDELL & REED (OAK BROOK IL)
BOTH
Issued 08/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2019
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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