Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Donoghue is a financial advisor with over 20 years of experience in the industry. James is currently registered with Ameriprise Financial Services, LLC and is a Certified Financial Planner. James has a proven track record of providing investment advice and financial planning services to individuals, families, and businesses. James has experience in a variety of financial services, including asset allocation, financial planning, portfolio management, and insurance. James has held positions with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company.
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.
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2
FL
06/10/2014 - Present
Ameriprise Financial Services, LLC (DUNEDIN FL)
FL
11/21/2003 - 03/13/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (DUNEDIN FL)
IN
11/21/2003 - 04/11/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 05/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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