Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Arthur Lantini is a financial advisor who has been in the industry since 1998. He is currently registered with Charles Schwab & Co., Inc. and is licensed to provide investment advice in 17 states. James has a strong track record of providing financial planning and portfolio management services to individuals. He is also a Certified Financial Planner. James has experience working with firms such as TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. James is dedicated to helping his clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
RI
06/14/2021 - Present
Charles Schwab & CO., Inc. (Providence RI)
RI
12/01/2016 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PROVIDENCE RI)
RI
02/08/2001 - 11/03/2016
FIDELITY BROKERAGE SERVICES LLC (PROVIDENCE RI)
RI
03/16/1998 - 02/08/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 10/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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