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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 Michael Bizzack is a financial advisor registered with Ameriprise Financial Services, LLC, with 38 years of experience in the industry. James Michael Bizzack works in Santa Cruz, CA. James Michael Bizzack has passed the Series 7, Series 9, Series 10, Series 24, and Series 63 exams. James Michael Bizzack holds the Certified Financial Planner designation. James Michael Bizzack has been registered with Ameriprise Financial Services, LLC since 09/2005 and with Ameriprise Financial Services, Inc. since 03/2020.
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.
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2
CA
04/30/2012 - Present
Ameriprise Financial Services, LLC (SANTA CRUZ CA)
MN
04/26/1985 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
04/26/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 04/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/25/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/04/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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