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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Chartrey is an investment advisor representative at Lido Advisors, LLC. James has been in the financial services industry since 2008. James has experience with a variety of investment products and services including portfolio management, financial planning, and educational seminars. Previously, James was a registered representative with MSEC, LLC. James has passed the Series 6, 7, 63, and 65 exams, as well as the SIE. James specializes in working with high-net-worth individuals, corporations, and charitable organizations. James is registered to provide investment advisory services in California, Colorado, Florida, Idaho, Texas, and Washington.
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.
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.
Strategic management for diversified investment portfolios.
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
CA
03/28/2024 - Present
Lido (LOS ANGELES CA)
KS
11/12/2018 - 12/31/2019
MSEC, LLC (OVERLAND PARK KS)
KS
06/29/2018 - 11/09/2018
MSEC, LLC (OVERLAND PARK KS)
CA
08/10/2011 - 03/13/2018
PRINCIPAL FUNDS DISTRIBUTOR, INC. (FOLSOM CA)
CO
07/18/2008 - 04/28/2011
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
IA
Issued 08/30/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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