Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Ziebarth is a financial advisor with over 25 years of experience in the financial services industry. James is registered with Osaic Institutions, Inc. and is licensed to provide investment advice in multiple states. James has experience working with a range of clients including individuals, corporations, and charitable organizations. James also has experience working with clients on financial planning, retirement planning, and investment management.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
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2
WI
06/09/2011 - Present
Osaic Institutions, Inc. (OSHKOSH WI)
WI
05/11/1998 - 06/01/2011
CAPITAL FINANCIAL SERVICES, INC. (FOND DU LAC WI)
NJ
12/17/1996 - 05/20/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 12/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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