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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 Ellis Cahn is a financial advisor with Stratos Wealth Partners, Ltd. James has been in the industry since June 2002 and is licensed in multiple states including Connecticut, New Hampshire and New York. James provides financial planning, portfolio management, and educational seminars for a variety of clients, including individuals, businesses, and charitable organizations. Stratos Wealth Partners, Ltd. is an independent investment advisor firm that is separate from and independent of LPL Financial. James is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
CT
06/01/2021 - Present
Stratos Wealth Partners, Ltd. (Darien CT)
CT
03/25/2017 - 06/09/2021
MML INVESTORS SERVICES, LLC (STAMFORD CT)
CT
06/17/2002 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (STAMFORD CT)
CT
06/17/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (STAMFORD CT)
BC
Issued 06/27/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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