Unclaimed
James P Selu is an investment advisor representative with Oneseven, and has been in the industry for over 15 years. James Selu specializes in providing financial planning and portfolio management services to individuals, businesses and charitable organizations. James Selu has a strong understanding of the financial markets and a commitment to providing clients with personalized advice. James Selu is also a Certified Financial Planner.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Solicitors' fees for referrals to other money managers
1
2
OH
02/16/2024 - Present
Oneseven (BEACHWOOD OH)
CA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (WOODLAND HILLS CA)
CA
05/11/2015 - 04/22/2016
SANDERS MORRIS HARRIS LLC (WOODLAND HILLS CA)
CA
04/07/2008 - 04/13/2015
FIDELITY BROKERAGE SERVICES LLC (WOODLAND HILLS CA)
BOTH
Issued 01/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/15/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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