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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 Francis Agasar is an Investment Advisor Representative with SEI Investments Management Corp. with offices in San Clemente, California and Oaks, Pennsylvania. James has been in the industry since 2018. James holds Series 6TO and SIE licenses, along with the Uniform Investment Adviser Law Examination (Series 65). James has worked for MEEDER DISTRIBUTION SERVICES, INC. and CLARK CAP in the past. Currently, James specializes in portfolio management for individuals, businesses, pooled investment vehicles, investment companies, and provides financial planning, educational seminars, and publication of periodicals. SEI Investments Management Corp. manages over $194 billion in assets for individuals, businesses, investment companies, and pooled investment vehicles. The firm provides financial planning, educational seminars, and portfolio management services.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
01/08/2024 - Present
SEI Investments Management Corp. (San Clemente CA)
OH
10/19/2018 - 06/28/2023
MEEDER DISTRIBUTION SERVICES, INC. (DUBLIN OH)
IA
Issued 12/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/18/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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