Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Rensman is a financial advisor with over 19 years of experience in the financial services industry. James is currently registered with PGIM Investments LLC and has previously worked with firms such as Guggenheim Funds Distributors, LLC, Guggenheim Distributors, LLC, Delaware Distributors, L.P., Lincoln Financial Distributors, Inc., Gartmore Distribution Services, Inc., and SEI Investments Distribution Co.. James specializes in providing advisory services to sponsors of wrap account platforms. He is licensed to provide investment advice in Delaware, Florida, New Jersey, New York and Pennsylvania.
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.
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.
Strategic management for diversified investment portfolios.
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 calculated based on the performance of your investments relative to a benchmark.
1
2
PA
05/12/2015 - Present
Pgim Investments LLC (WESTCHESTER PA)
IL
03/03/2014 - 05/01/2015
GUGGENHEIM FUNDS DISTRIBUTORS, LLC (CHICAGO IL)
MD
05/27/2011 - 03/03/2014
GUGGENHEIM DISTRIBUTORS, LLC (ROCKVILLE MD)
PA
01/05/2010 - 05/31/2011
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
PA
04/09/2007 - 12/31/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
05/26/2004 - 03/14/2007
GARTMORE DISTRIBUTION SERVICES, INC. (WEST CONSHOHOCKEN PA)
PA
08/06/2003 - 05/13/2004
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
IA
Issued 10/31/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Rensman is the right advisor for you? Invested Better is here to help.
