Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Seth Dambrosio has been in the financial industry since September 1994. He is a registered representative with Cetera Investment Advisers LLC. James Dambrosio has a Series 6, 7, 24, 26, 51, 63, and 65 licenses. He is licensed in 39 states for brokerage and 3 states for investment advisory. James Dambrosio also has experience with Foresters Financial Services, Inc. James Dambrosio offers a variety of financial services including portfolio management, financial planning, selection of other advisors, and educational seminars.
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
NJ
06/20/2019 - Present
Cetera Investment Advisers LLC (ISELIN NJ)
NY
09/30/1994 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (NEW YORK NY)
IA
Issued 8/30/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/31/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 12/24/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/31/2002
Series 7 - General Securities Representative Examination
BC
Issued 9/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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