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 Shields is a financial advisor working at Guardian Capital, LLC. James Patrick Shields is also an attorney with Miller Shields & Assoc. and manages the Elder Care Offices of Shields & Boris. James Patrick Shields is registered with the state of Pennsylvania and has been in the industry since 2005. James Patrick Shields provides financial planning and portfolio management for individuals.
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.
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.
1
2
PA
02/16/2012 - Present
Guardian Capital, LLC (WEXFORD PA)
PA
12/03/2008 - 11/10/2010
HARVEST FINANCIAL CORPORATION (WEXFORD PA)
PA
05/10/2005 - 12/04/2008
ING FINANCIAL PARTNERS, INC. (WEXFORD PA)
BC
Issued 05/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure James Shields is the right advisor for you? Invested Better is here to help.
