Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gilmartin is a financial advisor registered with Ameriprise Financial Services, LLC and has been in the industry since February 1995. James has been registered as a broker with Ameriprise Financial Services, LLC since September 2005 and as an Investment Advisor Representative since March 2020. James is licensed in multiple states, including New Jersey, Texas, and more. Prior to joining Ameriprise Financial Services, LLC, James was registered with IDS LIFE INSURANCE COMPANY and WADDELL & REED, INC. James has passed the Series 6, 7, and 63 exams and the Securities Industry Essentials (SIE) exam.
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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2
NJ
12/08/2011 - Present
Ameriprise Financial Services, LLC (WESTFIELD NJ)
MN
09/22/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
KS
11/30/1994 - 07/07/1995
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 11/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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