Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kardelis is an investment advisor representative with Vestech Asset Management Inc. James has been in the securities industry since April 6, 2010. James is registered with the state of Illinois. James has a Series 6, Series 63, Series 65, and Series 28 license. James specializes in financial planning, selection of other advisers, and portfolio management for individuals. James is also the owner of James M Kardelis CPA INC, a tax and accounting firm, and Diamond Insurance Agency, an insurance agency.
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.
Helps you choose top advisors aligned with your financial goals.
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
IL
04/20/2021 - Present
Vestech Asset Management Inc. (Tinley Park IL)
IL
01/22/2004 - 04/25/2011
ALLSTATE FINANCIAL SERVICES, LLC (WILLOW SPRINGS IL)
IL
03/26/2001 - 07/11/2002
ELECTRONIC BROKERAGE SYSTEMS, LLC (CHICAGO IL)
IL
10/29/1998 - 09/20/1999
PLATO FOUFAS INVESTMENTS, INC. (CHICAGO IL)
BC
Issued 09/12/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1998
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 09/11/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/11/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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