Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Louis Cattaneo is a financial advisor with over 40 years of experience in the industry. James is currently registered with Onedigital Investment Advisors LLC. James has been with Onedigital Investment Advisors LLC since 2017. Previously, James was registered with TRIAD ADVISORS LLC, LPL FINANCIAL LLC, SUN INVESTMENT SERVICES COMPANY, EQUICO SECURITIES, INC., and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. James has a wide range of experience in financial planning, portfolio management, and retirement planning. James is also a Certified Financial Planner. James is committed to providing his clients with personalized financial advice and guidance to help them achieve 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.
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.
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.
1
2
KS
04/14/2017 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
MI
03/16/2017 - 08/23/2024
TRIAD ADVISORS LLC (Auburn Hills MI)
MI
01/06/1993 - 03/28/2017
LPL FINANCIAL LLC (STERLING HEIGHTS MI)
MA
07/16/1987 - 01/11/1993
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
03/29/1983 - 08/03/1987
EQUICO SECURITIES, INC.
NA
03/29/1983 - 07/31/1987
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 12/02/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 02/04/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/23/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/28/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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