Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Harcourt Burlingame is an investment advisor representative at Stratos Wealth Partners, Ltd., based in Harvey, Louisiana. James has been in the financial services industry for over 9 years. He has a Series 66 and Series 7 license, as well as a SIE certification. James has expertise in financial planning, pension consulting, educational seminars, and selection of other advisors. He also provides portfolio management services for individuals and businesses. His specialties include wealth management, retirement planning, and investment advice. James has a strong commitment to providing personalized service to his clients and helping them achieve their financial goals. James also provides services for Stall Investment Services as part of his work with Stratos Wealth Partners, Ltd.
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
LA
03/07/2016 - Present
Stratos Wealth Partners, Ltd. (HARVEY LA)
BOTH
Issued 06/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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