Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Lermitte is a financial advisor with over 8 years of experience in the financial industry. James is currently registered with Dakota Wealth, LLC and is active in the state of Pennsylvania. James's previous experience includes working with Securian Financial Services, Inc. in Doylestown, Pennsylvania. James holds the Series 66, Series 7, and SIE licenses and has expertise in various specializations including retirement planning, financial planning, insurance, estate planning, and business planning. James's current firm, Dakota Wealth, LLC is a registered investment advisor with a focus on providing comprehensive financial advice to individuals and families. Dakota Wealth, LLC is also a registered investment advisor with a focus on providing comprehensive financial advice to individuals and families.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Outsourced investment advisory services for other advisers; tax preparation/filing
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
PA
02/16/2022 - Present
Dakota Wealth, LLC (BLUE BELL PA)
PA
12/11/2014 - 02/18/2022
SECURIAN FINANCIAL SERVICES, INC. (DOYLESTOWN PA)
BOTH
Issued 01/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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