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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 E Roberts is a financial advisor associated with Intentional, LLC in Fort Mill, South Carolina. James has been in the financial services industry for more than 13 years. James is registered with the state of South Carolina as an Investment Advisor Representative. James holds the Series 7, Series 66, and SIE securities licenses. James is a Certified Financial Planner. James specializes in providing financial planning services to individuals and businesses. James also offers portfolio management services to individuals and businesses. James also provides educational seminars and publications to clients. James is a highly experienced financial advisor with a strong commitment to providing personalized financial advice to his clients.
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.
A percentage of the total value of assets under management is charged.
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SC
01/06/2024 - Present
Intentional (FORT MILL SC)
MD
06/27/2016 - 03/05/2019
COMMONWEALTH FINANCIAL NETWORK (BETHESDA MD)
MD
09/25/2012 - 06/27/2016
CETERA ADVISORS LLC (BOYDS MD)
NC
08/28/2012 - 09/24/2012
PRUCO SECURITIES, LLC. (CHARLOTTE NC)
MD
11/21/2007 - 08/24/2012
LPL FINANCIAL LLC (BETHESDA MD)
BOTH
Issued 03/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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