Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Frusteri is a financial advisor with Fisher Investments. James has been working in the financial services industry since 2004 and has been associated with Fisher Investments since 2016. James is a licensed investment advisor representative in Texas. Prior to joining Fisher Investments, James worked at Fifth Third Securities.
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.
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.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
11/17/2021 - Present
Fisher Investments (PLANO TX)
OH
05/03/2012 - 10/11/2016
FIFTH THIRD SECURITIES, INC. (MAYFIELD HEIGHTS OH)
OH
11/10/2009 - 03/29/2012
CHASE INVESTMENT SERVICES CORP. (PARMA OH)
OH
03/24/2009 - 08/21/2009
MML INVESTORS SERVICES, INC. (CLEVELAND OH)
OH
12/12/2006 - 11/25/2008
NYLIFE SECURITIES LLC (SEVEN HILLS OH)
OH
05/03/2004 - 11/29/2006
METLIFE SECURITIES INC. (BROADVIEW HEIGHTS OH)
OH
05/03/2004 - 11/29/2006
METROPOLITAN LIFE INSURANCE COMPANY (BROADVIEW HEIGHTS OH)
OH
04/27/2004 - 05/07/2004
FORT WASHINGTON BROKERAGE SERVICES, INC. (CINCINNATI OH)
IA
Issued 06/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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