Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Menger is a financial advisor at Ameriprise Financial Services, LLC in Red Bank, New Jersey. James has been in the financial services industry since 1991 and has a wide range of experience in investments, insurance, and financial planning. James is committed to providing personalized financial advice to his clients and helping 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.
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.
1
2
NJ
09/16/2021 - Present
Ameriprise Financial Services, LLC (Red Bank NJ)
NJ
06/25/2008 - 09/22/2021
AVANTAX INVESTMENT SERVICES, INC. (HACKETTSTOWN NJ)
NJ
02/20/1993 - 06/25/2008
TFS SECURITIES, INC. (HACKETTSTOWN NJ)
NA
11/21/1989 - 06/19/1991
VFS SECURITIES CORP.
BC
Issued 09/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/17/1989
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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