Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Isola is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Altoona, Pennsylvania. James has been in the financial industry since 1997 and holds Series 7, Series 63, and SIE licenses. James has extensive experience in the field and is registered in 29 states and two provinces in Canada. James has a strong track record of success in helping clients achieve their financial goals. James has a passion for helping people plan for their financial future, and is committed to providing personalized and comprehensive financial advice.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
09/09/2021 - Present
Raymond James Financial Services Advisors, Inc. (Altoona PA)
PA
03/09/2012 - 02/14/2020
WELLS FARGO CLEARING SERVICES, LLC (STATE COLLEGE PA)
PA
08/12/1997 - 03/13/2012
EDWARD JONES (STATE COLLEGE PA)
BC
Issued 08/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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