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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael Navone is a financial advisor registered with Ameriprise Financial Services, LLC. James has been in the financial services industry since 1983 and holds a Series 6, 7, 22, and 63 license. James also holds the SIE license. James specializes in a wide range of financial planning services including asset allocation, pension consulting, and portfolio management. James currently has a branch office in Seattle, WA, and has been with Ameriprise Financial Services, LLC, since 2020. James has previously worked with IDS LIFE INSURANCE COMPANY and IDS FINANCIAL SERVICES INC. James provides financial services to individuals, corporations, and other businesses, as well as trusts/estates, charitable organizations, pension and profit sharing plans, high-net-worth individuals, and insurance companies.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
WA
01/01/1987 - Present
Ameriprise Financial Services, LLC (SEATTLE WA)
MN
07/07/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
08/23/1983 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 08/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/22/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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