Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gazis is a financial advisor with Balanced Asset Strategies, Ltd. James has been in the industry for over 15 years. James has a Series 7 and Series 66 license and is also a Certified Financial Planner. James is registered to provide investment advice in Illinois, Texas and Florida. James is also a Trustee for the Village of Indian Head Park, Illinois. Balanced Asset Strategies, Ltd. provides financial planning, investment consulting, and portfolio management services for individuals and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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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IL
02/16/2022 - Present
Balanced Asset Strategies, Ltd. (LA GRANGE IL)
IL
08/02/2007 - 09/05/2008
COMMONWEALTH FINANCIAL NETWORK (LOMBARD IL)
BOTH
Issued 08/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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