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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 Beilstein is an investment advisor representative with Principal Asset Management. James has been in the industry since April 2010 and is registered with FINRA and the state of Texas. James has passed the Series 66, SIE, and Series 7 exams. James specializes in investment companies, insurance companies, pension and profit-sharing plans, corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, charitable organizations, state or municipal government entities, sovereign wealth funds and foreign official institutions, and pooled investment vehicles.
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.
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.
Spread lending management and advice; asset allocation services; providing model 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.
Charge on a cost allocation basis to principal life
1
2
TX
12/21/2021 - Present
Principal Asset Management (Houston TX)
TN
04/07/2010 - 01/11/2012
UBS FINANCIAL SERVICES INC. (CHATTANOOGA TN)
BOTH
Issued 12/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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