Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kurz Eichelberger is a Certified Financial Planner and Investment Advisor Representative with Wealthspire Advisors. James has over 20 years of experience in the financial services industry. James has held prior positions with Hartford Equity Sales Company Inc., Jefferson-Pilot Investor Services, Inc., Princor Financial Services Corporation, and NYLIFE Securities Inc. James specializes in working with High Net Worth Individuals, Charitable Organizations, Corporations or Other Businesses, Pension and Profit Sharing Plans, and State or Municipal Government Entities. James is registered with the state of Maryland and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MD
03/31/2021 - Present
Wealthspire Advisors (Fulton MD)
CT
12/20/1995 - 03/04/1996
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
IN
04/20/1992 - 01/12/1995
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
IA
04/20/1991 - 05/18/1992
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
08/08/1988 - 03/21/1991
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 10/04/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/1995
Series 2 - Non-Member General Securities Examination
BC
Issued 10/31/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/05/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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