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 Doster is an active investment advisor representative registered in the states of Arizona, Florida, Georgia, Illinois, Indiana, Kentucky, Michigan, Nevada, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia and West Virginia. James has been working in the financial services industry since May 11, 1986 and is currently registered with Fifth Third Securities, Inc. James specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. James is also involved in the buying of distressed real estate foreclosures and short sales as a partner in Cincy Development LLC.
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.
Sponsor wrap fee program
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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2
KY
07/15/2010 - Present
Fifth Third Securities, Inc. (LEXINGTON KY)
OH
11/13/2009 - 07/12/2010
PNC INVESTMENTS (BEAVERCREEK OH)
OH
10/28/2005 - 11/13/2009
NATCITY INVESTMENTS, INC. (TROY OH)
SC
07/21/1999 - 10/21/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
07/01/1998 - 07/26/1999
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
SC
12/01/1997 - 07/08/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
04/05/1995 - 12/01/1997
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IL
03/27/1990 - 01/05/1995
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
WI
03/01/1988 - 03/19/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
01/22/1986 - 02/23/1988
DEAN WITTER REYNOLDS INC.
IA
Issued 10/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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