Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Patrick Ortale is a financial advisor currently registered with Lifeguide Financial Advisors, LLC in Pennsylvania. James has been in the financial industry since 2015 and has been with Lifeguide Financial Advisors, LLC since 2024. James holds the Series 65 - Uniform Investment Adviser Law Examination. James specializes in providing financial planning, pension consulting and portfolio management services to individuals, charitable organizations, and pension and profit sharing plans.
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.
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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PA
02/06/2025 - Present
Lifeguide Financial Advisors, LLC (MECHANICSBURG PA)
Active
Inactive
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