Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Mitchell Dehoff is a financial advisor with Fidelity Personal And Workplace Advisors. James has been working in the industry since 2017. James holds Series 6, 7, and 63 licenses and the Series 65 and SIE exams. James is registered to provide financial advice in 15 states. James is located in Jacksonville, FL and has been with Fidelity Personal And Workplace Advisors since September 2020.
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
FL
11/23/2020 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
MI
02/27/2018 - 08/08/2020
INFINEX INVESTMENTS, INC. (SOUTHGATE MI)
MI
09/19/2016 - 01/16/2018
SIGNATOR INVESTORS, INC. (SOUTHGATE MI)
IA
Issued 01/19/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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