Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Apostolico is a financial professional with over 30 years of experience in the industry. James is currently registered with Lion Street Advisors, LLC and has been with the firm since October 2019. Before joining Lion Street Advisors, LLC, James worked at The Leaders Group, INC. and NFP Advisor Services. James is a Certified Financial Planner and a Chartered Financial Consultant. James specializes in providing financial planning services to individuals, families, and businesses. James is also a licensed life and health insurance agent.
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.
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.
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2
NJ
04/22/2021 - Present
Lion Street Advisors, LLC (MOUNTAIN LAKES NJ)
CO
04/01/2011 - 10/28/2019
THE LEADERS GROUP, INC. (LITTLETON CO)
NJ
01/26/1998 - 03/31/2011
NFP ADVISOR SERVICES (MOUNTAIN LAKES NJ)
MN
10/28/1992 - 01/30/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
VA
04/02/1992 - 11/11/1992
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
NJ
04/07/1987 - 04/01/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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