![James Paul Pacholek](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. James P.
Pacholek is a Managing Partner & Chief Executive Officer at CMG Global Holdings LLC.
He has been in the financial services industry since 2000.
Mr. Pacholek was employed as a Financial Advisor by Wells Fargo Advisors Financial Network LLC and a Financial Advisor by Fidelity Investments Tax-Exempt Services Co.
Postes actifs de James Paul Pacholek
| Sociétés | Poste | Début |
|---|---|---|
CMG Global Holdings LLC
 CMG Global Holdings LLC Investment ManagersFinance CMG Wealth Management offers clients continuous and ongoing supervision of their custodial accounts on both a discretionary and nondiscretionary basis. Their services provide additional investment opportunities among stocks, bonds, mutual funds, exchange-traded funds (ETFs), Real Estate Investment Trusts (REITs), options, and additional securities. | Directeur Général | 01/06/2018 |
Anciens postes connus de James Paul Pacholek
| Sociétés | Poste | Fin |
|---|---|---|
Wells Fargo Advisors Financial Network LLC
 Wells Fargo Advisors Financial Network LLC Investment ManagersFinance WFAFN favors areas of the market such as large- and mid-cap US stocks and emerging market equities where the risk/return trade-off is attractive. They also believe that investors should reduce risk in their bond portfolios by emphasizing shorter-term and higher-quality bond holdings. The firm may review their client’s current assets and develop a recommended asset allocation based on their individual financial goals and objectives through analytical tools. | Corporate Officer/Principal | 01/05/2020 |
Fidelity Investments Tax-Exempt Services Co. | Corporate Officer/Principal | 01/05/2007 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
52
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance WFAFN favors areas of the market such as large- and mid-cap US stocks and emerging market equities where the risk/return trade-off is attractive. They also believe that investors should reduce risk in their bond portfolios by emphasizing shorter-term and higher-quality bond holdings. The firm may review their client’s current assets and develop a recommended asset allocation based on their individual financial goals and objectives through analytical tools. | Finance |
Fidelity Investments Tax-Exempt Services Co. | |
CMG Global Holdings LLC
CMG Global Holdings LLC Investment ManagersFinance CMG Wealth Management offers clients continuous and ongoing supervision of their custodial accounts on both a discretionary and nondiscretionary basis. Their services provide additional investment opportunities among stocks, bonds, mutual funds, exchange-traded funds (ETFs), Real Estate Investment Trusts (REITs), options, and additional securities. | Finance |
