Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Matise is an investment advisor representative with Knights Of Columbus Asset Advisors LLC. James is registered as an Investment Advisor Representative in New Mexico and Texas. James holds a Series 65 license and has been working in the financial industry since August 2015. James also works as a field agent selling life insurance, retirement annuities, long-term care insurance, and disability income insurance for Knights of Columbus Insurance.
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.
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.
Strategic management for diversified investment portfolios.
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.
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NM
10/24/2022 - Present
Knights OF Columbus Asset Advisors LLC (Alamogordo NM)
IA
Issued 04/19/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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