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James Agostisi is a financial advisor professional located in Monroe, CT. They specialize in financial advisory. With over 21 years of experience, they bring deep expertise to every client.
James Agostisi - Ameriprise Financial Services, Llc holds an active professional license (FINRA CRD) for your protection.
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James Agostisi operates Ameriprise Financial Services, LLC in Monroe, Connecticut. With 21 years in the financial advisory field, he brings two decades of experience to client engagements. His practice is registered with FINRA under CRD number 4872756, which establishes his standing within the regulatory framework governing investment professionals. Ameriprise Financial Services provides financial advisory services to clients seeking professional guidance on their financial planning and investment needs.
James Agostski's FINRA CRD registration indicates he is registered with the Financial Industry Regulatory Authority, the primary self-regulatory organization for securities firms and brokers in the United States. This registration means he operates under FINRA's oversight and must comply with its rules, conduct standards, and continuing education requirements. The CRD (Central Registration Depository) number serves as his unique identifier within this regulatory system. Clients working with a FINRA-registered advisor can verify his standing and review any disciplinary history through FINRA's public database, providing transparency into his professional background and regulatory compliance.