Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Olizarowicz is a financial advisor registered in Nevada. James has worked in the financial industry since December 2002 and is currently registered with Ameriprise Financial Services, LLC. James has previously worked at J.P. MORGAN SECURITIES LLC, BANCWEST INVESTMENT SERVICES, INC., AMERIPRISE FINANCIAL SERVICES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, TD AMERITRADE, INC. and IDS LIFE INSURANCE COMPANY. James's specializations include Retirement Plans & IRAs, College Savings Plans, Annuities, Mutual Funds, Stocks, Bonds, ETFs, and Options. James has a strong understanding of the financial needs of individuals and businesses and provides personalized financial planning services. James is committed to 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.
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
NV
02/08/2024 - Present
Ameriprise Financial Services, LLC (LAS VEGAS NV)
NV
03/05/2019 - 07/01/2023
J.P. MORGAN SECURITIES LLC (LAS VEGAS NV)
NV
04/29/2016 - 03/04/2019
BANCWEST INVESTMENT SERVICES, INC. (LAS VEGAS NV)
NV
10/31/2014 - 04/15/2016
AMERIPRISE FINANCIAL SERVICES, INC. (HENDERSON NV)
NV
03/09/2011 - 11/01/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAS VEGAS NV)
NV
12/24/2008 - 02/15/2011
TD AMERITRADE, INC. (LAS VEGAS NV)
NV
03/29/2002 - 12/08/2008
AMERIPRISE FINANCIAL SERVICES, INC. (HENDERSON NV)
MN
03/29/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Olizarowicz is the right advisor for you? Invested Better is here to help.
