Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Leggott is an investment advisor representative at Corestone Wealth Management LLC in Maple Grove, Minnesota. James has over 20 years of experience in the financial services industry. James is registered as an Investment Advisor Representative in Minnesota, Nebraska, North Dakota, and South Dakota.
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.
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.
A percentage of the total value of assets under management is charged.
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MN
01/01/2025 - Present
Corestone Wealth Management LLC (MAPLE GROVE MN)
MN
01/27/2003 - 07/28/2015
AMERITAS INVESTMENT CORP. (PLYMOUTH MN)
NA
01/07/1992 - 06/04/1992
PRUCO SECURITIES CORPORATION
NA
01/07/1992 - 06/04/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
IA
Issued 01/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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