Joining Csenge Advisory Group in Pennsylvania as a Wealth Advisor, Jim is able to continue helping individuals and businesses achieve their financial goals as he has been doing since 2003. He has experience in Financial Planning, Asset Management, Investments, Life Insurance and Annuities, as well as, Trusts, Wealth Management and Estate Planning he has gained over the years in the financial industry.
Jim served on a local bank board for almost 23 years and is able to draw from his previous business experience as a CFO for two, multi-million dollar family-owned business for over 16 years, prior to focusing on the financial services world.
He has presented numerous retirement seminars over the years throughout central Pennsylvania.
Jim is married for over 37 years with 3 grown children and 4 beautiful granddaughters.
Registrations and Licenses
- Series 7 (General Securities)
- Series 63 (Blue Sky)
- Series 65 (Investment Advisor)
- Life, Health, Variable licenses
Professional Degrees & Certifications
- Investment Advisor Representative
- Ed Slott Master Elite IRA Advisor
*Ed Slott's Master IRA Advisor Group, is solely an indication that the financial advisor has attended training provided by Ed Slott and Company.
**Ed Slott is not affiliated with FSC Securities Corporation.