Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Patrick Vellanti is a financial advisor registered with Cetera Investment Advisers LLC. James Patrick Vellanti is a financial advisor with over 8 years of experience in the industry. James Patrick Vellanti is located in Wall, NJ. James Patrick Vellanti provides financial planning, portfolio management for businesses and individuals, pension consulting, and selection of other advisors. James Patrick Vellanti is also registered as an insurance agent.
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.
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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NJ
02/06/2025 - Present
Cetera Investment Advisers LLC (WALL NJ)
Active
Inactive
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