Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Travis Lemaster is a financial advisor registered with Morgan Stanley. James has been working in the financial services industry since November 1992. James is registered to provide investment advice in 47 states. James has passed a total of 6 exams, including the Series 65, Series 63, Series 9, SIE, Series 3, and Series 7. Currently, James is associated with Morgan Stanley's El Paso, Texas branch. Prior to joining Morgan Stanley, James worked at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. James holds a board membership with the YMCA in El Paso, Texas.
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.
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.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
06/01/2009 - Present
Morgan Stanley (El Paso TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (EL PASO TX)
TX
11/23/1992 - 04/02/2007
MORGAN STANLEY DW INC. (EL PASO TX)
IA
Issued 09/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1994
Series 3 - National Commodity Futures Examination
BC
Issued 11/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure James Lemaster is the right advisor for you? Invested Better is here to help.
