Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Golichowski is a financial advisor at Edelman Financial Engines in Chandler, Arizona. James has been in the financial services industry since 2004. James has a Series 6, Series 26, Series 63 and Series 65 licenses. James specializes in providing financial planning, portfolio management, and retirement planning services to individuals, businesses, and charitable organizations. James is also experienced in providing investment advice to insurance companies, pension and profit-sharing plans, and corporations.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
AZ
07/01/2016 - Present
Edelman Financial Engines (CHANDLER AZ)
AZ
04/26/2004 - 02/16/2016
PFS INVESTMENTS INC. (CHANDLER AZ)
IA
Issued 05/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/16/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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