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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 Walker is a financial advisor at Ameriprise Financial Services, LLC. James has been in the industry since 1984 and has a strong background in providing financial advice to individuals, corporations, and other institutions. James holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. James also holds registrations in several states, including Arizona, Colorado, Florida, Georgia, Indiana, Michigan, Minnesota, Missouri, North Carolina, Pennsylvania, Tennessee, Texas, Virginia, and Washington.
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
MI
12/14/2017 - Present
Ameriprise Financial Services, LLC (Grand Blanc MI)
MI
01/01/2008 - 05/04/2015
WELLS FARGO ADVISORS, LLC (FLINT MI)
MI
08/30/1986 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FLINT MI)
NA
08/13/1984 - 08/07/1986
IDS MARKETING CORPORATION
NA
08/13/1984 - 08/06/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 09/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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