Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Robertson is a financial advisor with Ameriprise Financial Services, LLC. James is a registered representative in Georgia and Texas. James has been in the financial services industry since 1983. James has worked with OSAIC WEALTH, INC. and SAGEPOINT FINANCIAL, INC. in the past. James has a strong commitment to providing personalized financial advice to help clients achieve their financial goals. James is passionate about helping clients plan for their future, and he is dedicated to providing them with the guidance and support they need to make informed financial decisions.
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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GA
04/24/2024 - Present
Ameriprise Financial Services, LLC (Savannah GA)
TX
09/01/2023 - 04/26/2024
OSAIC WEALTH, INC. (SPRING TX)
TX
08/12/2010 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SPRING TX)
TX
07/31/2006 - 08/18/2010
LPL FINANCIAL CORPORATION (SHENANDOAH TX)
TX
06/19/2000 - 06/12/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (CONROE TX)
AL
01/08/1999 - 06/16/2000
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
NY
07/31/1995 - 01/07/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
09/26/1994 - 07/03/1995
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
02/22/1983 - 09/21/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 05/20/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/18/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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