Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McGlone is a financial advisor who has been in the industry since 1995. James has a Series 7, Series 24, and Series 63 license, as well as the SIE exam. He is a Certified Financial Planner. James currently works at Kerntke Otto McGlone Wealth Management Group and has been with the firm since 2007. Prior to that, James worked at Cambridge Investment Research, Inc. and Ameriprise Financial Services, Inc. James specializes in providing financial planning and investment advice to individuals, businesses, and charitable organizations. James has a broad range of experience in the financial services industry and is committed to providing clients with personalized and comprehensive financial advice.
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.
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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WI
03/29/2017 - Present
Kerntke Otto McGlone Wealth Management Group (APPLETON WI)
WI
02/15/2007 - 07/12/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (APPLETON WI)
WI
07/20/1995 - 02/15/2007
AMERIPRISE FINANCIAL SERVICES, INC. (APPLETON WI)
MN
07/20/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2007
Series 24 - General Securities Principal Examination
BC
Issued 07/12/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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