James F. Stuart

Branch Manager Financial Advisor @Ameriprise Financial Services, LLC

Westport, CT, US
EMAILS
j••••••••@ampf.com
MOBILE NUMBERS
+12•••••••85

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WORK HISTORY

Jun 2024 — Present

Branch Manager Financial Advisor @Ameriprise Financial Services, LLC

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Westport, CT, US

Branch Manager and Financial Advisor in the Westport and Old Saybrook, CT offices of Ameriprise Financial Services.

EDUCATION

1988 — 1992

Saint Michael's College

BS, Business Administration

SKILLS

529 PlansSalesforceLinkedinSeries 63Series 6InvestmentsSeries 65Series 7Financial AdvisorySocial MediaMutual FundsAsset Allocation

ABOUT JAMES F. STUART

What you can expect when you work with me:The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.When you work with me, you receive- 1:1 financial advice based on your goals and needs- Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty- Regular meetings to review your goals, progress and investments- Anytime access to your investments and digital tools to help you stay on track.Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for visit for important rules and disclosures about how you and I can interact on social media.

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James F. Stuart — Email, Phone Number & Contact Info | Unifers