Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames August Bartolacci is an investment advisor representative registered with IAM Advisory LLC in Easton, Pennsylvania. James is a seasoned investment professional with over 20 years of experience in the financial services industry. Previously, James held roles at Royal Alliance Associates, Inc. and Investment Advisors & Consultants, Inc. James is a graduate of the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. James holds Series 6, 62, 63 and SIE licenses. James provides portfolio management services for individuals and businesses and specializes in financial planning. James is dedicated to helping 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.
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
PA
03/11/2020 - Present
IAM Advisory LLC (EASTON PA)
PA
12/01/2006 - 03/09/2020
ROYAL ALLIANCE ASSOCIATES, INC. (BETHLEHEM PA)
PA
05/24/1996 - 12/04/2006
INVESTMENT ADVISORS & CONSULTANTS, INC. (EASTON PA)
IA
Issued 02/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1997
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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