Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Loyet is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry since July 16, 2003. James works with individual investors and families. James' firm, Ameriprise Financial Services, LLC is located in Omaha, Nebraska, and has been in business since 2019. They specialize in financial planning and investment management. They are registered with the Securities and Exchange Commission (SEC). James is also registered with the following states: Arizona, California, Florida, Illinois, Iowa, Kansas, Missouri, Nebraska, New Mexico, North Carolina, Ohio, Oklahoma, Oregon, South Carolina, Utah, Virginia, and Wisconsin.
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
NE
07/05/2019 - Present
Ameriprise Financial Services, LLC (Omaha NE)
NE
04/30/2003 - 04/17/2019
EDWARD JONES (OMAHA NE)
BOTH
Issued 03/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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