Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Weil is a financial advisor with over 20 years of experience in the industry. James currently works with Hightower Advisors, LLC. James has a wide range of experience in providing financial advice to individuals, families, and businesses. James has a commitment to providing personalized financial advice and helping clients achieve their financial goals. James holds the Series 7, Series 31, Series 63, and Series 65 licenses. James also holds the Certified Financial Planner designation. James has a strong commitment to continuing education and staying up-to-date on the latest financial trends. James has a proven track record of success in helping clients achieve their financial goals.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
10/08/2020 - Present
Hightower Advisors, LLC (CHICAGO IL)
IL
10/03/2011 - 12/14/2017
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (CHICAGO IL)
IL
01/04/1999 - 10/04/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHICAGO IL)
IN
06/01/1998 - 01/04/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
04/24/1990 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 01/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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