Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Aldendifer is an investment professional with over 30 years of experience. James has been registered with Raymond James Financial Services Advisors, Inc. since June 2013. Prior to that, James worked at MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC. James is a licensed investment advisor representative in Texas and also holds Series 5, 63, 7, and 65 licenses. James has extensive experience in a wide range of specializations including financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
06/03/2013 - Present
Raymond James Financial Services Advisors, Inc. (Plano TX)
TX
06/01/2009 - 06/13/2013
MORGAN STANLEY (DALLAS TX)
TX
12/11/1981 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
IA
Issued 03/11/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1982
Series 5 - Interest Rate Options Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Aldendifer is the right advisor for you? Invested Better is here to help.
