Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Marvin Scholljegerdes is a financial professional with over 15 years of experience in the industry. James is a registered representative of Cambridge Investment Research Advisors, Inc. in Owatonna, MN. He is also an Investment Advisor Representative for the same firm, providing advisory services. James is licensed to conduct business in several states, including Minnesota, Iowa, and several other states. He specializes in providing financial planning, portfolio management, and pension consulting services. James is committed to helping clients achieve their financial 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.
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.
Solicitation fees from 3rd party money managers
1
2
MN
11/01/2017 - Present
Cambridge Investment Research Advisors, Inc. (Owatonna MN)
MN
05/13/2008 - 11/01/2017
SII INVESTMENTS, INC. (OWATONNA MN)
IA
Issued 04/16/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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