Unclaimed
James Wiley Bingham is an investment advisor representative who has been working in the industry since 2000. James is registered with Ameriprise Financial Services, LLC in Ohio and Texas. James has Series 7 and 66 securities licenses and also holds a SIE license. James is currently registered in 20 states for securities and investment advisory services. James has been registered with Ameriprise Financial Services, LLC since 2005. Prior to that, James was employed by IDS LIFE INSURANCE COMPANY. James has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. James also offers financial planning and asset allocation services.
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
OH
01/04/2022 - Present
Ameriprise Financial Services, LLC (TIFFIN OH)
MN
03/29/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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