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 Carlile is a registered investment advisor representative with UMB Financial Services, Inc. James has been working in the financial industry since 2013 and has an active securities license and insurance license. James's experience includes working as a financial services professional at UMB Bank and as an investment advisor representative at UMB Financial Services, Inc. James is registered in Arizona, Iowa, Kansas, Minnesota, Missouri, Nebraska, and Oklahoma. James specializes in providing financial planning services, portfolio management for businesses, and portfolio management for 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.
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
MO
10/08/2015 - Present
UMB Financial Services, Inc. (KANSAS CITY MO)
BOTH
Issued 10/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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