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 Ries is an investment advisor representative at Cbiz Investment Advisory Services, LLC, a firm that has a large presence in the financial services industry. James has been in the industry since 1988 and has experience in a variety of areas including investment advisory, brokerage services, and financial planning. James has been registered with the state of Ohio since 2022. James is also a registered representative with FINRA. James is a highly experienced professional with a proven track record of success in the financial services industry. He is committed to providing his clients with the highest level of service and expertise. James specializes in providing financial planning and investment advice to a variety of clients, including individuals, families, businesses, and retirement plans. James's primary focus is on developing long-term financial strategies that help 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.
Performance reporting, fiduciary services and admnistrative support 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.
A percentage of assets under advisement
1
2
OH
07/19/2022 - Present
Cbiz Investment Advisory Services, LLC (Fairborn OH)
RI
09/15/1992 - 12/31/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
01/04/1988 - 09/11/1992
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 07/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/1989
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure James Ries is the right advisor for you? Invested Better is here to help.
