Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Steven Misa is an investment advisor representative with Knights Of Columbus Asset Advisors LLC. James Misa has been in the industry since January 2013 and holds a Series 65 license. His current location is in New Haven, CT, but also maintains a branch office in Fayetteville, NC. James Misa specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. In addition to his work as an advisor, James Misa also serves as an insurance agent for Knights of Columbus Insurance.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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NC
03/21/2024 - Present
Knights OF Columbus Asset Advisors LLC (Fayetteville NC)
IA
Issued 08/04/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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