Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Witner is an Investment Advisor Representative with Diversified, LLC. James has been in the financial services industry since 2010. He has a Series 65 license and is registered in Massachusetts and Pennsylvania. Diversified, LLC specializes in working with high net worth individuals, pooled investment vehicles, pension and profit sharing plans, corporations or other businesses and individuals other than high net worth clients.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
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2
DE
08/05/2024 - Present
Diversified, LLC (WILMINGTON DE)
IA
Issued 08/03/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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