Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael Altier is a financial advisor with The Huntington Investment Co., a firm that has over 32,000 client accounts and manages over $5 billion in assets. James has been in the industry since 1993 and has a wide range of experience in financial planning, portfolio management, and securities trading. James holds a Series 66, Series 65, and Series 63 licenses and has experience working with both individuals and corporations. James is committed to providing his clients with personalized financial advice that is tailored to their specific needs and 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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
11/15/2023 - Present
THE Huntington Investment Co. (COLUMBUS OH)
OH
09/14/2001 - 10/01/2019
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
RI
09/14/1993 - 02/24/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 11/14/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/11/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/19/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/07/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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