Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Decota is a registered investment advisor representative. He has been in the industry since 2003 and is currently registered with Choreo, LLC in Nevada and California. James has prior experience with Edward Jones and other firms in California. His areas of expertise include financial planning, pension consulting, and selection of other advisors. His client base includes high net worth individuals, insurance companies, corporations, charitable organizations, and pension and profit sharing plans. James has passed the Series 7, 63, and 66 exams.
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.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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
NV
01/27/2023 - Present
Choreo, LLC (Reno NV)
CA
06/05/2003 - 03/12/2014
EDWARD JONES (PETALUMA CA)
BOTH
Issued 02/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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