Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames William Blackerby is a financial advisor who has been in the industry since 1983. James is currently registered with Ameriprise Financial Services, LLC in Wakefield, Rhode Island. James has held a number of positions in the financial services industry, including positions with IDS Life Insurance Company and IDS Financial Services Inc. James is also a board member of Blackerby, a non-profit organization. James holds a number of licenses and certifications, including Series 6, 7, 22, and 63. James offers a variety of financial services, including asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, and selection of other advisors. James specializes in providing financial services to high-net-worth individuals, individuals other than high-net-worth, trusts/estates, insurance companies, pension and profit-sharing plans, corporations or other businesses, and charitable organizations.
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
RI
01/01/1995 - Present
Ameriprise Financial Services, LLC (WAKEFIELD RI)
MN
03/06/1984 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
05/16/1983 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 05/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/13/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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