Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames J. Hamer has been a registered investment advisor since 1994. James is affiliated with Global View Capital Management LLC in Waukesha, Wisconsin and has been with the firm since 2014. James offers advisory services including financial planning and portfolio management for individuals. James J. Hamer has experience with clients including high-net-worth individuals and participants of 401(k), 403b, 457 and Simple retirement plans. James is also licensed as an insurance agent for Global View Capital Insurance Services, LLC.
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.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
01/07/2014 - Present
Global View Capital Management LLC (WAUKESHA WI)
GA
11/01/2010 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (ATLANTA GA)
WI
04/12/2002 - 11/03/2010
WORLD GROUP SECURITIES, INC. (WAUKESHA WI)
GA
06/06/1994 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
FL
02/18/1994 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 8/20/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/8/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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