Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Wiederholt is a financial advisor who has been in the industry since 2002. James is registered with Ameriprise Financial Services, LLC in Connecticut and Texas and holds several licenses and certifications. James has previously worked with several financial institutions including IDS Life Insurance Company, PARK AVENUE SECURITIES LLC, and Ameriprise Financial Services, Inc. James has experience in providing financial planning, asset allocation services, portfolio management, and other related services to individuals, businesses, trusts, estates, and charitable organizations. James has a strong commitment to helping clients achieve their financial goals.
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.
Asset allocation 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.
1
2
CT
10/24/2016 - Present
Ameriprise Financial Services, LLC (Middlebury CT)
TX
07/09/2015 - 09/28/2016
PARK AVENUE SECURITIES LLC (MAGNOLIA TX)
MO
12/12/2002 - 06/30/2015
AMERIPRISE FINANCIAL SERVICES, INC. (CLAYTON MO)
MN
12/12/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/22/2007
Series 4 - Registered Options Principal Examination
BC
Issued 11/11/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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