Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Mark Griesser is a financial advisor in Annapolis, MD with over 30 years of experience. James is a Certified Financial Planner and currently works at Wealthspire Advisors. James specializes in working with high-net-worth individuals, corporations, and charitable organizations. James' previous experience includes positions with Jefferson-Pilot Investor Services, Inc., Princor Financial Services Corporation, and NYLife Securities Inc.
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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MD
03/31/2021 - Present
Wealthspire Advisors (Annapolis MD)
NA
04/20/1992 - 01/12/1995
JEFFERSON-PILOT INVESTOR SERVICES, INC.
NA
04/30/1991 - 04/23/1992
PRINCOR FINANCIAL SERVICES CORPORATION
NA
08/08/1988 - 03/21/1991
NYLIFE SECURITIES INC.
IA
Issued 10/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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