James
Dejter
Securian Financial Services, Inc
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About this Advisor
James Dejter is a financial advisor working in Charleston, South Carolina with a total of 2 years of relevant experience. Dejter is on the advisory team at Securian Financial Services, Inc. During their career, Dejter has held roles at Commonwealth Financial Group Inc, Minnesota Life Insurance Co, Securian Financial Services Inc, Morgan Stanley, The Loughlin Management Group, Freedom Mortgage Corporation, Newday Usa and Salisbury University. Dejter holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in South Carolina. Securian Financial Services, Inc is a business based in Saint Paul, MN. The company has offices in 155 locations and a total of 1,750 financial advisors. It administers $21 billion in total assets between its 76,075 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 165 charities and foundations. Of its 76,075 customer accounts, 18% belong to high-net-worth individuals who have at least $1 million in investable assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees typically are based on which services are offered. However, fee types billed by Securian Financial Services, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Securian Financial Services, Inc Brokerage Details
$20,684,796,225
1,750
76,075
$271,900
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
James Dejter Work History
James has been registered as a financial advisor for 2 years.*
Commonwealth Financial Group Inc
Minnesota Life Insurance Co
Securian Financial Services Inc
Morgan Stanley
The Loughlin Management Group
Freedom Mortgage Corporation
Newday Usa
Salisbury University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Dejter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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