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 Steinbrenner is a registered investment advisor representative with LaSalle St. Investment Advisors, LLC. James Steinbrenner has been in the financial services industry for over 30 years and is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). James Steinbrenner is also registered as an investment advisor representative in Illinois, Indiana, Kentucky, Michigan, North Carolina, and Wisconsin. James Steinbrenner has experience in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pension plans. James Steinbrenner also has experience with insurance products, fixed annuities, and real estate.
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.
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
IL
02/08/2019 - Present
Lasalle ST. Investment Advisors, LLC (ELMHURST IL)
WI
12/24/2008 - 02/27/2019
SAXONY SECURITIES, INC. (Wauwatosa WI)
WI
10/02/2000 - 12/19/2008
NATIONAL PLANNING CORPORATION (WAUWATOSA WI)
WI
10/12/1998 - 10/03/2000
HARBOUR INVESTMENTS, INC. (MADISON WI)
IN
07/24/1986 - 09/08/1992
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NA
01/03/1984 - 05/05/1986
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 07/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/16/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/03/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/30/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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