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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dexter? Claim Your ProfileDexter L. James is a financial advisor with MAI Capital Management, LLC. Dexter has been in the industry since 2005 and holds the Series 7, Series 66, and SIE licenses. Dexter specializes in providing financial planning, portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. Dexter also works with charitable organizations and pension and profit-sharing plans. Dexter is registered with the state of Ohio and holds registrations in Texas, Pennsylvania, North Carolina, and Illinois. Dexter is also a director of the City of Hudson Tax Incentive Review Council and the Hudson Community Foundation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Due diligence/research
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
OH
09/19/2022 - Present
MAI Capital Management, LLC (Cleveland OH)
OH
09/21/2005 - 08/31/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Cuyahoga Falls OH)
BOTH
Issued 02/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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