Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Alessandro is a financial advisor registered with Fidelity Personal And Workplace Advisors. James is a registered representative and investment advisor with the firm since 2021 and has been in the financial services industry for over 30 years. James has a strong background in financial planning, portfolio management, and investment consulting. He specializes in providing financial advice to individuals, families, and businesses. James holds the Series 6, 7, 9, 10, 24, 63 and 66 securities licenses. James is also a Chartered Financial Consultant.
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.
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.
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.
1
2
SC
02/23/2022 - Present
Fidelity Personal AND Workplace Advisors (FORT MILL SC)
NY
01/16/1991 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NY
10/19/1994 - 12/31/1995
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
BOTH
Issued 07/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/23/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/05/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/14/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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