Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McIntyre is a registered representative with Charles Schwab & Co., Inc. James has a Series 7TO, Series 63, and SIE licenses. James has been in the financial services industry since 2019. James is currently registered in California, Colorado, and Texas. James is located in Lone Tree, Colorado and is affiliated with the Charles Schwab & Co., Inc. branch office located at 9800 Schwab Way, Lone Tree, CO.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
07/14/2023 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BC
Issued 02/26/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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