Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Fotiadis is a financial advisor based in North Canton, Ohio. James is an active registered representative with Innovation Partners LLC. James has a broad range of experience in the financial services industry, having worked in various roles for a number of firms, including CETERA FINANCIAL SPECIALISTS LLC and HOCHMAN & BAKER SECURITIES, INC. His experience includes providing financial planning, portfolio management, and consulting services to qualified retirement plans. James is committed to providing his clients with personalized financial advice and guidance to help 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.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
OH
09/17/2021 - Present
Innovation Partners LLC (North Canton OH)
OH
06/30/2004 - 09/28/2021
CETERA FINANCIAL SPECIALISTS LLC (NORTH CANTON OH)
CT
03/03/2003 - 06/30/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
NY
01/03/2002 - 03/03/2003
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
NJ
01/02/2001 - 12/31/2001
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
IA
11/23/1998 - 11/15/2000
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BC
Issued 09/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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