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 Lastoskie is a financial advisor at Assetmark Brokerage, LLC. James has been in the securities industry for over 13 years. James holds Series 7, Series 24, Series 63, and SIE licenses. James is registered to offer securities in California. James was previously employed by Charles Schwab & Co., Inc., Blackrock Investments, LLC, Blackrock Fund Distribution Company, and Barclays Global Investors Services.
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.
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.
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CA
02/27/2023 - Present
Assetmark Brokerage, LLC (CONCORD CA)
CA
02/14/2014 - 12/22/2021
CHARLES SCHWAB & CO., INC. (San Francisco CA)
CA
01/03/2012 - 08/09/2013
BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
11/06/2009 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (SAN FRANCISCO CA)
CA
06/27/2008 - 12/31/2009
BARCLAYS GLOBAL INVESTORS SERVICES (SAN FRANCISCO CA)
BC
Issued 11/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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