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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 Vitou is a financial advisor with AE Wealth Management, LLC. James has been working in the financial services industry since 2013. James is a Certified Financial Planner and holds a Series 65 license. James is registered with the state of Ohio and Texas. James has experience working with individuals, businesses, and retirement plans. James specializes in financial planning, investment management, and pension consulting. James is also involved in the community and provides educational seminars on a variety of financial topics.
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.
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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OH
07/08/2024 - Present
AE Wealth Management, LLC (Rocky River OH)
IA
Issued 11/08/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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