Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Morrison Ventrelli is a registered Investment Advisor Representative. James is associated with AMJ Financial Wealth Management LLC and has been in the industry since January 2022. James has a Series 65 license. James is based in Leesburg, VA. James specializes in a range of investment services, including financial planning, portfolio management for individuals, pension consulting, educational seminars, and selection of other advisers.
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.
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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VA
08/28/2023 - Present
AMJ Financial Wealth Management LLC (LEESBURG VA)
IA
Issued 08/26/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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