James Wallisch

James Wallisch Email and Phone Number

CERTIFIED FINANCIAL PLANNER™ - LPL Branch Manager at FC Financial Services @ FC Financial
James Wallisch's Location
Pittsburgh, Pennsylvania, United States, United States
James Wallisch's Contact Details

James Wallisch work email

James Wallisch personal email

n/a
About James Wallisch

I have been advising investment clients for over 30 years. Currently, my office works with over 300 clients. I work hard to earn my clients’ trust. I understand that it takes years to build a reputation and only one inappropriate action to lose it. My office is located in Fox Chapel at 1090 Freeport Road, giving my clients easy access to my investment services.Specialties: Wealth Management, Retirement planning, Estate planning, Education planning, Insurance planning

James Wallisch's Current Company Details
FC Financial

Fc Financial

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CERTIFIED FINANCIAL PLANNER™ - LPL Branch Manager at FC Financial Services
James Wallisch Work Experience Details
  • Fc Financial
    Certified Financial Planner™ - Lpl Branch Manager
    Fc Financial Jan 2020 - Present
    Pittsburgh, Pennsylvania, Us
    • Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC . For hyperlinks to FINRA and SIPC, please refer to the ‘Contact info’ above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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  • Raymond James Financial Services, Inc. Member Finra/Sipc
    Financial Advisor
    Raymond James Financial Services, Inc. Member Finra/Sipc 1991 - Jan 2020
    St. Petersburg, Florida, Us
    Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.For important disclosure information, please see "Social Media Disclosure"​ link in the "Contact Info" section.
    View
  • The Hay Group
    Associate Consultant
    The Hay Group 1989 - 1990
  • Prudential-Bache Securities
    Associate Vice President
    Prudential-Bache Securities 1984 - 1989
    Newark, New Jersey, Us
    View
  • Scudder, Stevens, & Clark
    Portfolio Manager
    Scudder, Stevens, & Clark 1982 - 1984

James Wallisch Skills

Retirement Planning Investments Wealth Management Finance Estate Planning Portfolio Management Financial Advisory Securities Series 7 Mutual Funds Investment Advisory Marketing Small Business Asset Allocation Series 63 Strategic Financial Planning 401k Alternative Investments Financial Planning Investment Management Retirement

James Wallisch Education Details

  • Ucla Anderson School Of Management
    Ucla Anderson School Of Management
    Finance And Accounting
  • Princeton University
    Princeton University
    Engineering

Frequently Asked Questions about James Wallisch

What company does James Wallisch work for?

James Wallisch works for Fc Financial

What is James Wallisch's role at the current company?

James Wallisch's current role is CERTIFIED FINANCIAL PLANNER™ - LPL Branch Manager at FC Financial Services.

What is James Wallisch's email address?

James Wallisch's email address is ja****@****mes.com

What is James Wallisch's direct phone number?

James Wallisch's direct phone number is +141296*****

What schools did James Wallisch attend?

James Wallisch attended Ucla Anderson School Of Management, Princeton University.

What skills is James Wallisch known for?

James Wallisch has skills like Retirement Planning, Investments, Wealth Management, Finance, Estate Planning, Portfolio Management, Financial Advisory, Securities, Series 7, Mutual Funds, Investment Advisory, Marketing.

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