Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jim? Claim Your ProfileJim Wolf is a financial advisor with over 20 years of experience in the industry. Jim is currently registered with LPL Financial LLC. Jim is also registered in several states including Indiana, Texas, and Arizona. Jim has experience working with a variety of clients, including individuals, families, and businesses. Jim is committed to helping clients achieve their financial goals. Jim was previously registered with CUNA Brokerage Services, Inc. and Charles Schwab & Co., Inc. Jim is a highly experienced financial advisor who is dedicated to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
01/10/2014 - Present
LPL Financial LLC (INDIANAPOLIS IN)
IN
10/02/2008 - 06/17/2009
CUNA BROKERAGE SERVICES, INC. (INDIANAPOLIS IN)
IN
04/28/2000 - 10/01/2008
CHARLES SCHWAB & CO., INC. (CARMEL IN)
IN
05/28/1999 - 06/26/2000
DAVID A. NOYES & COMPANY (INDIANAPOLIS IN)
BOTH
Issued 09/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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