Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Vincent Danovich is a financial advisor with over 27 years of experience in the industry. James is currently registered with Advisory Services Network, LLC as an Investment Advisor Representative and holds Series 6, 7, 63 and 65 licenses. James is also a Certified Public Accountant (CPA) with over 30 years of experience and is the proprietor of Danovich Financial and Tax Services, PLLC. James has experience providing a wide range of financial planning services to individuals, businesses, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. James has worked with several firms over his career including Money Concepts Capital Corp. and Calton & Associates, Inc. James is also a member of the Byzantine Catholic Eparchy of Phoenix.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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AZ
05/10/2024 - Present
Advisory Services Network (PHOENIX AZ)
AZ
10/30/1996 - 03/14/2024
MONEY CONCEPTS CAPITAL CORP (Phoenix AZ)
IA
Issued 04/30/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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