Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Stuart is a financial advisor with over 20 years of experience in the industry. He has a Series 63 license and is registered in Ohio. James Stuart is an Investment Advisor Representative with Blue Chip Financial Advisors, Inc. which specializes in providing financial planning and portfolio management for individuals. The firm manages over $1,000,000 in assets. In addition to his work at Blue Chip Financial Advisors, Inc., James Stuart is also the owner of Stuart Management Company, which buys and sells real estate. James Stuart is also co-owner of The Edge Fitness Center, a health club in Medina, Ohio.
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.
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.
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OH
11/05/2002 - Present
Blue Chip Financial Advisors, Inc. (SEVILLE OH)
BC
Issued 06/13/2002
Series 63 - Uniform Securities Agent State Law Examination
Active
Inactive
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