Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Halverson is a securities professional with American Enterprise Investment Services Inc., based in Minneapolis, Minnesota. James holds Series 7, Series 24 and SIE licenses, and has been in the industry since 2019.
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.
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.
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2
MN
01/24/2019 - Present
American Enterprise Investment Services Inc. (MINNEAPOLIS MN)
BC
Issued 05/21/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/25/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2019
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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