Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Ditzler is a financial advisor with Avantax Advisory Services. James has been a Registered Representative for over 10 years and is also a Registered Investment Advisor. James holds Series 6, Series 63, and Series 65 licenses. James's previous experience includes positions at PFS INVESTMENTS INC., Primerica Financial Services, and Midlothian Fire Department. James offers a variety of financial services, including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. James provides services to individuals, corporations, and pension plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
IL
02/06/2018 - Present
Avantax Advisory Services (Frankfort IL)
IL
09/13/2012 - 11/02/2015
PFS INVESTMENTS INC. (LOMBARD IL)
IA
Issued 05/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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