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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 Patrick Steele is an investment advisor representative registered with Applied Investment Strategies, LLC. Steele has been in the industry since September 2010 and has a Series 65 license, which allows him to provide investment advice to individuals and institutions. Steele also manages a separate business, Alpha Artists, LLC, where he is a partner and spends approximately 25 hours a week on executive management duties.
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.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Licensing fee
1
2
TX
03/06/2020 - Present
Applied Investment Strategies, LLC (AMARILLO TX)
IA
Issued 11/20/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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