Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Ahlschwede is a registered Investment Advisor Representative with Round Table Investment Strategies, LLC. James Ahlschwede is a Certified Financial Planner. James Ahlschwede has been in the securities industry since 2003. James Ahlschwede has experience in providing retirement plan services and financial planning, as well as portfolio management for individuals. James Ahlschwede is registered to provide investment advisory services in Colorado, Nebraska, Texas, and Wisconsin. James Ahlschwede was previously affiliated with Commonwealth Financial Network in Waltham, Massachusetts.
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.
Personalized portfolio management to meet individual financial objectives.
Retirement plan 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.
A percentage of the total value of assets under management is charged.
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CO
07/09/2012 - Present
Round Table Investment Strategies, LLC (CENTENNIAL CO)
MA
09/23/2003 - 11/11/2003
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
BOTH
Issued 10/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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