Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Dimitriou is a financial advisor at LPL Financial LLC. James has been in the financial services industry since April 27, 2001. James is registered with the state of New Jersey. James has a Series 7, Series 31, and Series 66 license. James specializes in providing financial planning, portfolio management, and investment advisory services for individuals, businesses, and charitable organizations. James has experience working with high-net-worth individuals.
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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NJ
09/29/2011 - Present
LPL Financial LLC (PARAMUS NJ)
NJ
12/13/2004 - 09/26/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (ROCHELLE PARK NJ)
NY
02/06/2002 - 12/14/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/05/2001 - 12/13/2001
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BOTH
Issued 03/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 03/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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