Unclaimed
James Van Putten Vink is a financial advisor with Grove Point Advisors, LLC. James has over 20 years of experience in the financial services industry. James is registered with the state of Florida to provide investment advice and securities brokerage services. James is also registered with the state of Maryland as a registered representative. James has also been employed by a number of other firms including Waddell & Reed, Ameriprise Financial Services, Inc., Securities America, Inc., Stifel, Nicolaus & Company, Incorporated, Ryan Beck & Co., Prudential Securities Incorporated, and Dean Witter Reynolds Inc.
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.
1
2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
FL
02/01/2012 - 10/30/2018
WADDELL & REED (TAMPA FL)
FL
12/04/2008 - 02/03/2012
AMERIPRISE FINANCIAL SERVICES, INC. (PALM BEACH GARDENS FL)
FL
01/06/2009 - 09/08/2011
SECURITIES AMERICA, INC. (PALM BEACH GARDENS FL)
FL
07/31/2007 - 12/05/2008
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PALM BEACH GARDENS FL)
FL
01/07/2003 - 07/31/2007
RYAN BECK & CO. (PALM BEACH GARDENS FL)
NY
09/13/2000 - 01/10/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/15/1998 - 09/11/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 10/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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