Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Simonaro is a financial advisor based in Orcutt, CA with over 7 years of experience in the financial services industry. James is a Certified Financial Planner and holds the Series 65 license. James is currently registered with Wealth Enhancement Advisory Services, LLC, a firm with a strong reputation for providing financial planning and investment management services. James primarily serves individuals, high-net-worth individuals, corporations and businesses, and pension and profit-sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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 received from third party investment advisors
1
2
CA
01/03/2022 - Present
Wealth Enhancement Advisory Services, LLC (ORCUTT CA)
IA
Issued 06/11/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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