James S. Fleck
Ubs Financial Services Inc.
Financial Planner in La Quinta, CA
Address:54130 Riviera
La Quinta, CA 92253
About James S. Fleck
James Fleck is a financial professional at Ubs Financial Services Inc. located in La Quinta, California. James Fleck holds an industry securities registration subject to FINRA oversight having passed securities examinations including S5, S63, S65, S66, S7 and S8. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
James Fleck provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
James Fleck54130 Riviera
La Quinta, CA 92253
Phone Number:
Click to Show
Website:
Looking for a financial advisor located near La Quinta, California? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.