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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Mark Zemlyak is a financial advisor with over 30 years of experience in the financial services industry. James Mark Zemlyak is currently registered with Stifel, Nicolaus & Company, Inc. and Stifel Independent Advisors, LLC. James Mark Zemlyak offers a variety of financial services, including portfolio management, financial planning, and pension consulting. James Mark Zemlyak has a broad range of experience working with individuals, businesses, and institutional clients. James Mark Zemlyak's previous employment includes roles with Robert W. Baird & Co. Incorporated, BAIRD/MARK CAPITAL GROUP, A FLORIDA GENERAL PARTNERSHIP, and HAMILTON INVESTMENTS, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
MO
05/12/2011 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
WI
04/23/1990 - 02/23/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
10/13/1995 - 08/25/1998
BAIRD/MARK CAPITAL GROUP, A FLORIDA GENERAL PARTNERSHIP
NA
02/24/1987 - 03/14/1990
HAMILTON INVESTMENTS, INC.
BC
Issued 11/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2001
Series 24 - General Securities Principal Examination
BC
Issued 08/24/1988
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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