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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 Peter Carchedi is a financial advisor with over 20 years of experience in the industry. James Carchedi is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Ohio and Texas. James Carchedi has previously been registered with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. James Carchedi has a Series 7 and Series 66 license and is currently registered in 27 states. James Carchedi has experience providing financial advice to individuals, businesses, corporations, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and insurance companies.
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
06/25/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CANFIELD OH)
OH
09/25/2000 - 09/26/2007
AMERIPRISE FINANCIAL SERVICES, INC. (WORTHINGTON OH)
MN
09/25/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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