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 Koczara is a financial advisor with over 30 years of experience in the industry. James is registered with LPL Financial LLC in Clarkston, Michigan. James is a registered representative and investment advisor representative. James has a Series 6, 7, 63, and 66 license. Prior to joining LPL Financial LLC, James worked for CUNA Brokerage Services, INC., Maximum Financial Investment Group, INC., and Olde Discount Corporation. James's specializations include: retirement planning, college savings, investment management, and insurance.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
12/09/2024 - Present
LPL Financial 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 01/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1993
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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