Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Petrizzo is a financial professional with over 30 years of experience in the industry. James is a registered representative of Independent Financial Group, LLC, and holds the Series 6, Series 7, Series 63 and Series 65 licenses. James has a long and varied career in financial services, having worked with several firms including CUNA Brokerage Services, Inc., CUSO Financial Services, L.P., Lincoln Financial Securities Corporation, ING Financial Partners, Inc., MML Investors Services, Inc., and The Prudential Insurance Company of America. James provides financial planning services and portfolio management for individuals and businesses. James also specializes in working with pension and profit-sharing plans, charitable organizations, and high net worth individuals. James is committed to providing his clients with personalized financial advice and services.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NV
01/01/2025 - Present
Independent Financial Group, LLC (Boulder City NV)
NV
12/06/2021 - 02/07/2022
CUSO FINANCIAL SERVICES, L.P. (Boulder City NV)
NV
08/10/2010 - 12/03/2021
CUNA BROKERAGE SERVICES, INC. (BOULDER CITY NV)
NV
02/06/2009 - 08/04/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (LAS VEGAS NV)
NV
07/24/2003 - 01/09/2009
ING FINANCIAL PARTNERS, INC. (HENDERSON NV)
MA
05/14/2002 - 08/01/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NJ
06/28/1991 - 08/06/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/28/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 01/05/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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