Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Joseph Tyrpak is a financial professional with over 39 years of experience in the industry. James currently works for Cambridge Investment Research Advisors, Inc. in the Williamsville, NY office. James has held various roles within the financial industry throughout his career, including roles at ING FINANCIAL PARTNERS, INC., LOCUST STREET SECURITIES, INC., CNA INVESTOR SERVICES, INC., ADVANTAGE CAPITAL CORPORATION, and AMERICAN CAPITAL FINANCIAL SERVICES, INC. James has a deep understanding of the financial markets and is committed to providing personalized financial advice to clients. James holds several licenses and certifications including Series 6, 7, 24, 63, and 65.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NY
10/18/2012 - Present
Cambridge Investment Research Advisors, Inc. (WILLIAMSVILLE NY)
NY
01/01/2004 - 10/18/2012
ING FINANCIAL PARTNERS, INC. (WILLIAMSVILLE NY)
IA
01/01/1996 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
01/28/1992 - 01/01/1996
CNA INVESTOR SERVICES, INC. (NEW YORK NY)
NY
03/25/1988 - 12/31/1991
CNA INVESTOR SERVICES, INC. (NEW YORK NY)
NA
09/05/1986 - 04/06/1988
ADVANTAGE CAPITAL CORPORATION
NA
12/22/1983 - 12/27/1985
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
IA
Issued 07/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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