Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames N Ritzema is a financial advisor who has been active in the industry since July 19, 2013. James N Ritzema currently works for Robert W. Baird & Co. Inc. based in Milwaukee, WI. Previously James N Ritzema was registered with Global Alternative Investment Services, INC. and Edward Jones.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WI
08/02/2022 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
MO
02/05/2016 - 06/30/2017
GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
MO
07/22/2013 - 11/12/2015
EDWARD JONES (ST. LOUIS MO)
BC
Issued 11/25/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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