Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Anthony Bartow is a financial advisor with United Planners' Financial Services of America a Limited Partner. James has been in the financial services industry since 1992. James is a Certified Financial Planner® professional with over 30 years of experience. James specializes in retirement planning, college savings, and investment management. James is licensed to sell securities in Arizona, California, Florida, Maine, Maryland, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, and Virginia. James is also registered as an Investment Advisor Representative in Pennsylvania and Texas.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
12/06/2022 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
PA
02/14/2018 - 12/26/2019
LPL FINANCIAL LLC (FURLONG PA)
PA
01/30/2013 - 02/14/2018
INVEST FINANCIAL CORPORATION (FURLONG PA)
PA
02/12/2003 - 02/07/2013
HORNOR, TOWNSEND & KENT, INC. (FURLONG PA)
DE
11/23/1992 - 02/11/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 04/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Bartow is the right advisor for you? Invested Better is here to help.
