James Ankiewicz, financial advisor Mobile AL
90 score

James Ankiewicz

CRD Number: 6176448
Current Firm: Cetera Investment Advisers LLC

James Ankiewicz (CRD# 6176448) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mobile, AL and has over 3 years of experience in the finance industry.

Similar Advisors
Stephen Haidt, financial advisor Mobile AL
Stephen M. Haidt
CRD# 1484387
Retirement Advisors, Inc.
Score
101
Similar Advisors
Edwin Ahrens, financial advisor Mobile AL
Edwin J. Ahrens
CRD# 1127984
Global Financial Private Capital, LLC
Score
96
Similar Advisors
Celia Baehr, financial advisor Mobile AL
Celia M. Baehr
CRD# 1082994
Celia Mann Baehr, Cfp
Score
96
Company Name Location Dates Years
Cetera Investment Advisers LLC Mobile, AL Apr 2015 - Current 1
Regions Bank Mobile, AL Apr 2015 - Current 1
Cetera Investment Services LLC St.cloud, MN Apr 2015 - Current 1
Wells Fargo Advisors, LLC Mobile, AL Mar 2014 - Apr 2015 1
Wells Fargo Bank, Na Mobile, AL Feb 2014 - Apr 2015 1
Pnc Investments Mobile, AL Sep 2013 - Feb 2014 < 1
Pnc Bank Mobile, AL Mar 2012 - Sep 2013 1
Rbc Bank Mobile, AL Mar 2011 - Mar 2012 1
Hackbarth Delivery Service Mobile, AL Aug 2009 - Mar 2011 1
Spring Hill College Mobile, AL Jun 1996 - Aug 2009 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for James D. Ankiewicz
Phone Number: 888-528-2987
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.