Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Samuel Cole is a financial advisor at Blackrock Investment Management, LLC. James holds a Series 7TO, Series 66, and SIE licenses. James has been in the industry since October 2023 and has held several roles in the financial services industry before joining Blackrock. James's areas of expertise include portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. James also provides selection of other advisors services.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
01/20/2024 - Present
Blackrock Investment Management, LLC (New York NY)
BOTH
Issued 01/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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