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 Walsh is a registered investment advisor at Coldstream Wealth Management. James has been in the industry since 2002 and has experience with a range of client types, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. James is also a registered principal with Coldstream Securities Inc. and is a Series 7, Series 65, and Series 66 licensed advisor. James specializes in financial planning, pension consulting, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Project by project basis
1
2
WA
10/09/2006 - Present
Coldstream Wealth Management (BELLEVUE WA)
CA
09/28/2004 - 07/11/2005
CITY NATIONAL SECURITIES, INC. (LOS ANGELES CA)
SC
11/28/2002 - 03/15/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 10/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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