Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Linderer is a financial advisor with over 20 years of experience in the industry. James is currently registered with U.S. Bancorp Investments, Inc. and has previously been registered with Northwestern Mutual Investment Services, LLC, Waddell & Reed, and several other firms. James has a strong background in financial planning and portfolio management. James provides financial advice to a wide range of clients, including individuals, businesses, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MO
11/10/2021 - Present
U.s. Bancorp Investments, Inc. (Kansas City MO)
MO
08/26/2021 - 11/08/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (KANSAS CITY MO)
KS
04/09/2018 - 08/23/2021
WADDELL & REED (OVERLAND PARK KS)
MO
10/13/2016 - 04/03/2018
U.S. BANCORP INVESTMENTS, INC. (KANSAS CITY MO)
MO
09/25/2014 - 08/16/2016
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Gladstone MO)
MO
11/12/2013 - 09/26/2014
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (GLADSTONE MO)
MO
05/22/2013 - 11/07/2013
BURCH & COMPANY, INC (KANSAS CITY MO)
MO
04/17/2013 - 11/07/2013
M&A SECURITIES GROUP, INC. (KANSAS CITY MO)
KS
01/01/2004 - 03/26/2013
CETERA ADVISORS LLC (OVERLAND PARK KS)
OH
11/14/2002 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
MO
12/11/2001 - 12/02/2002
EDWARD JONES (ST. LOUIS MO)
NY
05/31/2001 - 10/05/2001
AXA ADVISORS, LLC (NEW YORK NY)
MO
08/03/2000 - 05/21/2001
EDWARD JONES (ST. LOUIS MO)
IA
Issued 06/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/20/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/10/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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