James AnkiewiczCRD 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 4 years of experience in the finance industry.
Retirement Advisors, Inc.
Msi Financial Services, Inc.
Global Financial Private Capital, LLC
|Cetera Investment Advisers LLC||Mobile, AL||Apr 2015 - Current||2|
|Regions Bank||Mobile, AL||Apr 2015 - Current||2|
|Cetera Investment Services LLC||St.cloud, MN||Apr 2015 - Current||2|
|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|
Total Assets Under Management7,010MILLIONS
Total Number of Accounts26,660ACCOUNTS
Average Account Value$262,943
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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