Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Agostini is a financial advisor with over 27 years of experience in the financial services industry. James is registered with Davinci Financial Designs, and is licensed in a number of states to offer a variety of financial products and services. James's specialties include financial planning, portfolio management, publication of periodicals, and selection of other advisors. James has worked at First Command Financial Planning, Inc. as well as LPL Financial, LLC. James is also a Certified Financial Planner and a Chartered Financial Consultant.
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.
Helps you choose top advisors aligned with your financial goals.
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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2
SC
06/26/2013 - Present
Davinci Financial Designs (COLUMBIA SC)
SC
06/22/1995 - 05/07/2012
FIRST COMMAND FINANCIAL PLANNING, INC. (COLUMBIA SC)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/23/2014
Series 24 - General Securities Principal Examination
BC
Issued 09/20/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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