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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael Strate is a financial advisor registered with Fidelity Personal And Workplace Advisors in Minnetonka, MN. James has been in the financial industry since August 2006, and holds Series 6, 7, and 63 licenses as well as the SIE. James is also a Certified Financial Planner. The advisor's previous firms include Ameriprise Financial Services, Inc. and Woodbury Financial Services, Inc.. James Michael Strate has been registered with the firm since July 2018.
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.
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.
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2
MN
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (MINNETONKA MN)
MN
11/10/2006 - 10/17/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/02/2006 - 11/08/2006
WOODBURY FINANCIAL SERVICES, INC. (BROOKLYN PARK MN)
BC
Issued 08/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/01/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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