Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames L Sakoski is a financial advisor who has been in the industry since 2019. James is a registered representative of Fifth Third Securities, Inc. and is licensed to provide investment advice in Michigan and several other states including Florida, Kentucky, Minnesota, and Wisconsin. James has a strong background in the financial services industry and is dedicated to helping clients achieve their financial goals. James is passionate about helping individuals and families develop and implement sound financial plans. James specializes in investment advisory services, portfolio management, and retirement planning. James is a valuable resource for clients seeking to manage their assets and build a secure financial future.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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MI
10/22/2019 - Present
Fifth Third Securities, Inc. (GREENVILLE MI)
IA
Issued 10/22/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/7/2022
Series 7TO - General Securities Representative Examination
BC
Issued 7/2/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 5/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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