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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 Christopher Deutsch is a financial advisor with over 30 years of experience in the industry. James is currently registered with LPL Financial LLC in Sarasota, Florida. James has a wide range of experience working with clients including individuals, high net worth individuals, businesses, corporations, trusts, estates, charitable organizations, and pension and profit sharing plans. James has a strong understanding of the financial markets and can provide personalized financial advice to help clients reach their financial goals. James has a strong track record of success and is committed to providing his clients with the highest level of service. Prior to joining LPL Financial, James was registered with RAYMOND JAMES FINANCIAL SERVICES, INC., MILLER JOHNSON STEICHEN KINNARD, INC., MILLER, JOHNSON & KUEHN, INCORPORATED, PRINCIPAL FINANCIAL SECURITIES, INC., and CHATFIELD DEAN & CO., INC..
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
03/28/2013 - Present
LPL Financial LLC (SARASOTA FL)
MN
03/26/2002 - 08/21/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/01/2001 - 03/25/2002
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
MN
04/22/1998 - 01/01/2001
MILLER, JOHNSON & KUEHN, INCORPORATED (MINNEAPOLIS MN)
TX
01/04/1996 - 04/16/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
CO
02/18/1992 - 12/04/1995
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 05/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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