Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Philip Sandager is a financial advisor in West Des Moines, Iowa. He is registered with Wealth Enhancement Advisory Services, LLC and LPL Financial LLC. James has been in the financial services industry since 1995 and has a background in investment management and financial planning. James specializes in providing financial advice to individuals, families, and businesses. He holds Series 7, Series 63, and Series 66 licenses, as well as the Certified Financial Planner designation. James is committed to helping his clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
IA
12/09/2008 - Present
Wealth Enhancement Advisory Services, LLC (WEST DES MOINES IA)
MO
11/03/1997 - 10/29/1999
FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)
MA
06/28/1995 - 12/31/1996
MUTUAL SERVICE CORPORATION (BOSTON MA)
NY
06/29/1995 - 07/10/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MA
06/14/1995 - 06/28/1995
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 11/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Sandager is the right advisor for you? Invested Better is here to help.
