Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Richard Reitzel has over 46 years of experience in the financial services industry. He has worked with Centaurus Financial, Inc. since 1999. James is registered in 8 states including New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Dakota and Virginia. James has a Series 7, Series 24 and Series 63 securities license and has completed the Securities Industry Essentials Examination. James also works with other companies, providing non-investment related services through J. Richard Reitzel and Associates, DBA.
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
PA
07/05/2011 - Present
Centaurus Financial, Inc. (DOYLESTOWN PA)
CA
01/27/1987 - 03/18/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
06/06/1983 - 02/06/1987
WM. L. MARSHALL EQUITIES, INC.
NA
03/05/1980 - 06/22/1983
HACKETT ASSOCIATES
NA
07/26/1977 - 03/11/1980
CS FIRST BOSTON CORPORATION
BC
Issued 03/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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