Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Lepere is a financial professional with over 20 years of experience in the industry. James is currently registered with James I. Black & Co., a Lakeland, FL firm. James is a Series 7 and 63 licensed representative with SIE certification. James' specializations include portfolio management for individuals and financial planning. James has experience working with a variety of clients, including high net worth individuals, insurance companies, and investment companies.
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.
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.
Negotiable
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2
FL
09/13/2004 - Present
James I. Black & Co. (LAKELAND FL)
MO
04/16/2003 - 09/01/2004
EDWARD JONES (ST. LOUIS MO)
BC
Issued 04/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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