Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edward Altenbach is a financial advisor with Diversify Advisory Services, LLC. James has been in the industry since 1994. James is a Chartered Financial Analyst and has over 30 years of experience in the financial services industry. James works with high-net-worth individuals, corporations, and pension and profit-sharing plans. James specializes in financial planning, portfolio management, and selection of other advisors. James has held prior roles with Western International Securities, Inc., South Lake Avenue Securities Corporation, and InterFirst Capital Corporation.
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.
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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CA
09/05/2023 - Present
Diversify Advisory Services, LLC (MONTEREY PARK CA)
CA
12/09/2011 - 12/31/2018
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (PASADENA CA)
CA
03/29/1999 - 12/31/2009
WESTERN INTERNATIONAL SECURITIES, INC. (PASADENA CA)
CA
03/27/2006 - 10/10/2007
SOUTH LAKE AVENUE SECURITIES CORPORATION (PASADENA CA)
CA
09/30/1992 - 03/23/1999
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
BC
Issued 09/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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