Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames D. Gazis is an Investment Advisor Representative at Balanced Asset Strategies, Ltd. James has been working with clients since 2010, building a strong track record of providing high quality financial advice. James is based in La Grange, IL and holds the Series 65 license. James specializes in providing financial advice to individuals, charitable organizations and high net worth individuals. James is committed to providing customized financial advice and strategies to help his clients achieve 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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.
A percentage of the total value of assets under management is charged.
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IL
11/11/2020 - Present
Balanced Asset Strategies, Ltd. (LA GRANGE IL)
IA
Issued 11/10/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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