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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Paul Siemonsma is a financial advisor with over 20 years of experience in the industry. James currently works at Mariner Wealth, located in Omaha, Nebraska. He specializes in portfolio management for individuals, businesses, and pooled investment vehicles. James also provides financial planning, pension consulting, and educational seminars. Previously, James has worked for MSEC, LLC and PROEQUITIES, INC., both also located in Omaha. James holds Series 6, 7, 22, 24, 63, and 66 licenses and the SIE exam.
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.
Family office 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
01/30/2019 - Present
Mariner Wealth (Omaha NE)
NE
09/29/2017 - 12/22/2023
MSEC, LLC (OMAHA NE)
NE
10/05/2007 - 10/11/2017
PROEQUITIES, INC. (OMAHA NE)
NA
09/20/1991 - 11/25/1993
CITICORP INVESTMENT SERVICES
BC
Issued 10/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/19/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2008
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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