James Schleicher (CRD# 5192894) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Willoughby, OH and has over 10 years of experience in the finance industry.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| W&s Brokerage Services | Cincinnati, OH | Apr 2008 - Current | 16 |
| Western Southern Life | Willoughby, OH | Jan 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2014 |
- AL
- CA
- FL
- NC
- OH
- WV
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Total Assets Under Management123MILLIONS
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Total Number of Accounts451ACCOUNTS
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Average Account Value$272,427
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, NC, NM, NV, OH, PA, SC, TN, TX, VA, WI, WV
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