Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Timothy Fuerstnau is a financial advisor with Ameriprise Financial Services, LLC in DANVERS, MA. James has been in the financial services industry since January 26, 2004. Previously, James worked at UBS FINANCIAL SERVICES INC. in PEABODY, MA. James holds a Series 66, Series 7 and SIE license. James has been registered with the state of Massachusetts since April 21, 2009. James has a total of 15 state registrations in addition to his registration with the state of Massachusetts. James specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm James works for, Ameriprise Financial Services, LLC, is a large firm based in MINNEAPOLIS, MN. The firm manages over $479 billion in assets for clients. The firm has been in business since 1907. Ameriprise Financial Services, LLC specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm primarily services corporations or other businesses, individuals (other than high net worth), pension and profit-sharing plans, high net worth individuals, charitable organizations, insurance companies, and trusts/estates.
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
MA
04/21/2009 - Present
Ameriprise Financial Services, LLC (DANVERS MA)
MA
01/26/2004 - 04/23/2009
UBS FINANCIAL SERVICES INC. (PEABODY MA)
BOTH
Issued 02/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Fuerstnau is the right advisor for you? Invested Better is here to help.
