Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Koenig is a financial advisor with over 30 years of experience in the industry. James is registered with USA Financial Securities LLC and holds licenses in multiple states. James focuses on providing financial advice and planning services to individuals, families, and businesses. He is committed to helping clients achieve their financial goals through customized investment strategies and personalized service.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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MI
07/25/2024 - Present
USA Financial Securities LLC (ADA MI)
BOTH
Issued 12/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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