Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Matthew McArdle is a financial advisor at Innovation Partners LLC, a firm located in Charlotte, North Carolina. James has been in the industry for over 1 year and is registered with the state of Florida. James holds the Series 6TO and the SIE licenses. James specializes in providing consulting services to qualified retirement plans, financial planning, pension consulting, and selection of other advisors, as well as portfolio management for businesses and 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.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
02/15/2021 - Present
Innovation Partners LLC (CHARLOTTE NC)
BC
Issued 02/15/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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