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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 Scott Polmonari is an investment advisor representative with TLG Advisors, Inc. James Scott Polmonari has been in the industry since 2014. James Scott Polmonari has a Series 6, Series 7, Series 63, and Series 65 license. James Scott Polmonari specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. James Scott Polmonari also provides placement of institutional funds. James Scott Polmonari is registered with the state of Tennessee.
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.
Placement of institutional funds
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.
1
2
CO
07/02/2020 - Present
TLG Advisors, Inc. (LITTLETON CO)
TN
01/31/2014 - 07/01/2020
NATIONWIDE SECURITIES, LLC (BARTLETT TN)
IA
Issued 11/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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