Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McGettigan is an investment advisor representative with Stoker Ostler, A Part OF BMO Financial Group in Scottsdale, Arizona. James has been in the industry since 2014 and holds the Series 65 license. James is a Certified Financial Planner and a Personal Financial Specialist. James is a managing shareholder and owner of JSMH Enterprises, LLC, a personal holdings consulting firm. James has experience in working with high-net-worth individuals and families and providing financial planning and portfolio management 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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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AZ
01/31/2024 - Present
Stoker Ostler, A Part OF BMO Financial Group (SCOTTSDALE AZ)
IA
Issued 07/22/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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