Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Engle is a financial advisor with U.S. Bancorp Investments, Inc. based in Cincinnati, Ohio. James has been in the industry since February 28, 2015, and holds both Series 63 and Series 7 licenses as well as the SIE exam. James is registered in 52 states and is affiliated with U.S. Bancorp Investments, Inc. James specializes in providing financial planning, portfolio management for individuals and businesses, and publication of periodicals.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OH
02/05/2018 - Present
U.s. Bancorp Investments, Inc. (Cincinnati OH)
KY
03/23/2006 - 02/27/2009
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BC
Issued 03/09/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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