Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Meis is an investment advisor representative with Ameriprise Financial Services, LLC, licensed to practice in New Jersey. James has been in the financial services industry since 1982. James has a total of 15 active registrations, covering both broker-dealer and investment advisor licenses. James has extensive experience in securities and investment advising, having worked for various firms including UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. James has held various licenses, including Series 7, 8, 9, 10, 63, and 65, demonstrating a breadth of knowledge and expertise in the financial industry. James currently practices financial planning, portfolio management, and offers educational seminars. James is dedicated to providing comprehensive financial guidance to clients, tailoring strategies to meet their specific needs and goals.
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.
Asset allocation services
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.
1
2
NJ
09/29/2011 - Present
Ameriprise Financial Services, LLC (LINWOOD NJ)
NJ
12/08/2008 - 09/22/2011
UBS FINANCIAL SERVICES INC. (NORTHFIELD NJ)
NJ
08/26/1982 - 12/10/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EGG HARBOR TOWNSHIP NJ)
IA
Issued 11/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/19/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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