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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 Tucci is a registered Investment Advisor Representative with Sterling Bridge Financial Group LLC in Palm Harbor, Florida. James has been in the industry since October 2021. James is licensed in Florida and Michigan. He also has a Series 65 - Uniform Investment Adviser Law Examination. James's firm has a focus on providing financial planning, educational seminars, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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FL
07/29/2024 - Present
Sterling Bridge Financial Group LLC (PALM HARBOR FL)
IA
Issued 08/10/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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