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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 Matthew Dombrowski is an investment advisor representative at Benjamin F. Edwards & Company, Inc. James has been in the financial services industry for over 20 years. He began his career at A.G. Edwards & Sons, Inc. and later moved to Wells Fargo Advisors, LLC before joining Benjamin F. Edwards & Company, Inc. James holds Series 7, 31, and 63 licenses and has passed the Series 65 exam. James has been licensed to sell securities and investment advice in various states and currently holds licenses in Louisiana and Texas. James is a Certified Financial Planner (CFP) and offers investment advisory services, including financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
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2
MO
01/19/2022 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
LA
01/01/2008 - 03/25/2013
WELLS FARGO ADVISORS, LLC (MANDEVILLE LA)
LA
04/26/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MANDEVILLE LA)
IA
Issued 06/24/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 03/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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