Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Salvatore Pace is a financial advisor with Morgan Stanley, a well-established financial services firm. James has been in the industry for over 4 years. James specializes in financial planning, portfolio management, and retirement planning. James is registered to offer investment advice in New York, Texas and a number of other states. James has passed the Series 63, Series 66, Series 7, and SIE exams. Before joining Morgan Stanley, James worked at J.P. Morgan Securities LLC. James has a diverse background with experience in various industries including healthcare and hospitality.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
02/17/2025 - Present
Morgan Stanley (New York NY)
NY
08/22/2018 - 09/07/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 12/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure James Pace is the right advisor for you? Invested Better is here to help.
