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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Robert Lamperski is an investment advisor representative at Fifth Third Wealth Advisors LLC. James has been in the financial services industry since 1991 and has a strong background in securities and investment advisory services. James holds a Series 7, Series 3, Series 63 and Series 65 licenses, and is also a Certified Financial Planner. James is experienced working with individuals, corporations, charitable organizations, and pooled investment vehicles. James specializes in investment advisory services for retirement planning, college savings plans, and estate planning.
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.
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.
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2
PA
01/11/2024 - Present
Fifth Third Wealth Advisors LLC (Pittsburgh PA)
PA
06/19/2006 - 07/22/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PITTSBURGH PA)
NY
07/31/1993 - 07/12/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/08/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 06/25/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/1991
Series 3 - National Commodity Futures Examination
BC
Issued 05/06/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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