Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Torti is a financial advisor with Colorado Financial Service Corp. located in CENTENNIAL, Colorado. James has been in the industry since 2019 and holds the Series 63, Series 82TO, and SIE licenses. James is registered in eight states including California, Connecticut, Florida, Hawaii, Illinois, Maryland, Texas, and Virginia. James specializes in Financial Planning, Selection of Other Advisers, and Portfolio Management for Individuals.
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.
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.
1
2
CO
12/24/2020 - Present
Colorado Financial Service Corp. (CENTENNIAL CO)
WI
03/04/2019 - 01/15/2021
WILLOW COVE INVESTMENT GROUP, INC. (WINNECONNE WI)
BC
Issued 09/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2019
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure James Torti is the right advisor for you? Invested Better is here to help.
