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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 Dickey is a financial advisor with Seacrest Wealth Management, LLC. James has been in the industry since 1999 and has a broad range of experience working with clients including high-net-worth individuals, corporations, and charitable organizations. James also offers financial planning and portfolio management services. James is a Certified Financial Planner™ and holds the Series 7, Series 24, and Series 63 securities licenses as well as the Series 65 investment advisor license. Prior to joining Seacrest Wealth Management, LLC, James worked for a number of other firms including Ameriprise Financial Services, Inc., NatCity Investments, Inc., and PURSHE KAPLAN STERLING INVESTMENTS.
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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NY
04/10/2023 - Present
Seacrest Wealth Management, LLC (PURCHASE NY)
OH
08/08/2014 - 04/24/2015
PURSHE KAPLAN STERLING INVESTMENTS (Westerville OH)
OH
10/05/2009 - 04/25/2014
AMERIPRISE FINANCIAL SERVICES, INC. (DUBLIN OH)
OH
04/30/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (COLUMBUS OH)
OH
10/01/1999 - 05/01/2009
NATCITY INVESTMENTS, INC. (WESTERVILLE OH)
IA
Issued 08/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2006
Series 24 - General Securities Principal Examination
BC
Issued 04/24/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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