Unclaimed
James Rice is a financial advisor at Steward Partners Investment Advisory, LLC. James has been in the financial services industry for over 10 years. James's expertise is in financial consulting, financial planning, pension consulting, and portfolio management for both individuals and businesses. James has a strong background in the financial industry, having held positions at Confluent Medical Technologies, General Dynamics Electric Boat, Lockheed Martin, and the University of New Hampshire. James is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial 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.
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NY
09/30/2024 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
BC
Issued 8/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 8/2/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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