Unclaimed
James Witkowski is a financial advisor with Pacific Select Distributors, LLC. James has been in the industry since 1995 and is registered with FINRA and the state of California. James's previous experience includes working with MetLife Investors Distribution Company and Jackson National Life Distributors, Inc. James holds the Series 6, 7, 26 and 63 licenses, along with 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.
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.
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2
CA
04/14/2008 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
CA
02/09/2005 - 03/31/2008
METLIFE INVESTORS DISTRIBUTION COMPANY (IRVINE CA)
CA
04/01/2002 - 01/27/2005
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
MN
11/22/1999 - 03/21/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/22/1999 - 03/21/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
TN
03/14/1997 - 02/10/1999
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
CA
11/03/1998 - 02/05/1999
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
AZ
02/22/1994 - 02/13/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 04/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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