Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Donald Stehr is a financial advisor with over 25 years of experience in the financial services industry. James currently works with Kestra Advisory Services, LLC and is based in Austin, TX. James has a diverse background in the financial services industry, having previously worked with Citigroup Global Markets Inc. and CS First Boston Corporation. James specializes in providing financial planning, portfolio management, and pension consulting services to individuals and businesses. James is a highly experienced and qualified advisor with a proven track record of success.
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.
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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TX
01/09/2018 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NY
07/05/1995 - 09/12/2011
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/22/1990 - 06/12/1995
CS FIRST BOSTON CORPORATION (NEW YORK NY)
BC
Issued 09/30/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/12/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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