Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael Holweger is a financial advisor with Cetera Investment Services LLC in Saint Cloud, Minnesota. James has been in the financial services industry since April 16, 1997. He is registered with the state of Minnesota and holds the Series 7 and Series 63 securities licenses as well as the SIE exam.
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.
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.
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MN
04/19/2013 - Present
Cetera Investment Services LLC (ST. CLOUD MN)
MN
04/11/2011 - 03/21/2013
CETERA ADVISOR NETWORKS LLC (SAINT CLOUD MN)
MN
04/11/2011 - 03/21/2013
CETERA ADVISORS LLC (SAINT CLOUD MN)
MN
03/20/1997 - 03/21/2013
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
BC
Issued 05/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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