Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Witt is a registered Investment Advisor Representative with Creativeone Wealth, LLC. James has been in the financial industry since 1996. James is a Series 6, 63 and 65 licensed professional. James is also the owner of First Liberty Financial, which provides insurance services. James holds a state license in Tennessee. James specializes in working with high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. James is committed to providing his clients with personalized financial advice and guidance.
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.
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.
Strategic management for diversified investment portfolios.
Sub adviser 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Sub-adviser fees/solicitor fees
1
2
TN
01/01/2025 - Present
Creativeone Wealth, LLC (Germantown TN)
NE
05/09/2005 - 09/08/2005
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IN
06/16/2000 - 05/19/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MN
12/23/1999 - 06/29/2000
LIFEUSA SECURITIES, INC. (MINNEAPOLIS MN)
IA
Issued 11/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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