Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Halsch is a financial advisor with over 19 years of experience in the financial services industry. James currently works with LPL Financial LLC in GREENSBORO, NC. James holds licenses in the following states: California, District of Columbia, Florida, Georgia, Kentucky, New Jersey, New York, North Carolina, South Carolina, Texas, and Virginia. He offers a wide range of financial services to individuals, families, and businesses. James is dedicated to helping his clients achieve their financial goals and he believes in providing personalized service to meet each client's unique needs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
10/02/2019 - Present
LPL Financial LLC (GREENSBORO NC)
NC
02/02/2015 - 10/02/2019
KESTRA INVESTMENT SERVICES, LLC (Greensboro NC)
NC
05/27/2009 - 02/03/2015
INVEST FINANCIAL CORPORATION (GREENSBORO NC)
NC
01/01/2005 - 05/13/2009
UBS FINANCIAL SERVICES INC. (GREENSBORO NC)
BOTH
Issued 01/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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