Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Thomas Fitzgerald is an Investment Advisor Representative associated with LaSalle Investment Advisors, Inc. James's professional experience includes roles at LaSalle Investment Advisors Inc., Randstad, ISS, and Arizona State University. James obtained his Series 65 license on 08/19/2023 and holds an active Investment Advisor registration in Wisconsin. James has experience in Financial Planning and Portfolio Management for individuals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WI
01/01/2025 - Present
Lasalle Investment Advisors, Inc. (PEWAUKEE WI)
IA
Issued 08/19/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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