Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames C. Picolo is a financial advisor with Stratos Wealth Advisors LLC. James has been in the industry for over 20 years and has experience in providing financial planning, portfolio management, and investment advisory services. James is registered in Ohio and Texas. James is also a licensed insurance agent. In addition to being an investment advisor representative for Stratos Wealth Advisors LLC, James also works with True North Wealth Partners DBA. James is dedicated to helping individuals and families reach 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Percentage of assets under management with third party managers
1
2
OH
04/06/2023 - Present
Stratos Wealth Advisors LLC (Dublin OH)
OH
11/09/2017 - 05/22/2023
LPL FINANCIAL LLC (DUBLIN OH)
OH
03/25/2017 - 11/14/2017
MML INVESTORS SERVICES, LLC (DUBLIN OH)
OH
12/06/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DUBLIN OH)
OH
12/06/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (AKRON OH)
NJ
04/19/2005 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
GA
11/08/2001 - 04/20/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 11/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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