Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Jordan Plaster is a financial advisor in Tuscaloosa, Alabama, with over 30 years of experience in the financial services industry. James is registered with Ameriprise Financial Services, LLC and currently has registrations in Alabama, Texas, and several other states. James specializes in financial planning, portfolio management for individuals and businesses, and asset allocation services. James also serves on the board of directors for several local organizations. Prior to joining Ameriprise, James was affiliated with Merrill Lynch, Pierce, Fenner & Smith Incorporated for over 20 years.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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AL
04/21/2017 - Present
Ameriprise Financial Services, LLC (Tuscaloosa AL)
AL
09/08/1993 - 04/25/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TUSCALOOSA AL)
IA
Issued 09/24/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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