Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Koczara is a financial advisor with Cetera Investment Advisers LLC. James has been a financial advisor since 1993 and is registered with the state of Michigan and several other states. James has experience with a variety of investment products and services, including fixed insurance products, life insurance, annuities, and long-term care insurance. James also has experience with providing financial services to credit unions. James' firm, Cetera Investment Advisers LLC, offers a variety of financial planning services, including portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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.
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2
MI
06/29/2023 - Present
Cetera Investment Advisers LLC (CLARKSTON MI)
MI
11/26/2002 - 07/21/2011
CUNA BROKERAGE SERVICES, INC. (CLARKSTON MI)
MI
03/02/1999 - 11/19/2002
MAXIMUM FINANCIAL INVESTMENT GROUP, INC. (SOUTHFIELD MI)
MI
07/09/1993 - 03/16/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
FL
11/30/1992 - 04/21/1993
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
BOTH
Issued 1/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/8/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/25/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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