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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Ciarmella is a financial advisor with Creative Planning. James has been in the industry since 2003. James is registered to provide investment advice in Pennsylvania and Texas. James has Series 7, Series 24, Series 31 and Series 66 securities licenses. James holds a Certified Financial Planner and Chartered Financial Consultant designation. James previously worked at Fidelity Brokerage Services LLC, Summit Brokerage Services, Inc., Morgan Stanley & Co., Incorporated and Morgan Stanley DW 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.
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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2
KS
02/08/2019 - Present
Creative Planning (OVERLAND PARK KS)
PA
04/18/2011 - 03/04/2014
FIDELITY BROKERAGE SERVICES LLC (PHILADELPHIA PA)
PA
02/15/2008 - 12/31/2010
SUMMIT BROKERAGE SERVICES, INC. (MEDIA PA)
FL
04/02/2007 - 02/20/2008
MORGAN STANLEY & CO., INCORPORATED (BONITA SPRINGS FL)
FL
07/03/2003 - 04/02/2007
MORGAN STANLEY DW INC. (BONITA SPRINGS FL)
BOTH
Issued 07/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/29/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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