Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Stossel has been in the financial services industry since September 1989. James is currently registered with LPL Financial LLC. James is a Registered Representative and Investment Advisor Representative with LPL Financial LLC. Prior to joining LPL Financial LLC, James was affiliated with Woodbury Financial Services, Inc. and Royal Alliance Associates, Inc. James has a strong background in financial planning and portfolio management. James is committed to providing his clients with personalized financial advice and helping them reach their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
06/01/2020 - Present
LPL Financial LLC (PITTSBURGH PA)
PA
05/23/2007 - 06/03/2020
WOODBURY FINANCIAL SERVICES, INC. (PITTSBURGH PA)
PA
11/19/1989 - 05/25/2007
ROYAL ALLIANCE ASSOCIATES, INC. (PITTSBURGH PA)
NA
09/19/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BOTH
Issued 11/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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