Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Winskie is a financial advisor at Commonwealth Financial Network in Statesboro, GA. James has over 20 years of experience in the financial services industry. James is a Registered Representative (Series 7, 6, and 63), and Investment Advisor Representative (Series 65). James provides financial planning, portfolio management, and insurance services to individuals, families, and businesses. James is committed to helping clients achieve their financial goals. Prior to joining Commonwealth Financial Network, James worked at MML Investors Services, LLC in Statesboro, GA, and NYLIFE Securities LLC in Vidalia, GA. James has worked for Winskie Financial Group, Savannah Wealth Group, and Winskie Rentals, LLC. James also owns JWJW Properties, LLC.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
08/12/2024 - Present
Commonwealth Financial Network (Statesboro GA)
GA
05/18/2012 - 08/13/2024
MML INVESTORS SERVICES, LLC (STATESBORO GA)
GA
05/13/2002 - 04/12/2012
NYLIFE SECURITIES LLC (VIDALIA GA)
IA
Issued 01/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Winskie is the right advisor for you? Invested Better is here to help.
