linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

James Walter Parker

Itau International Securities Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James Walter Parker

James Walter Parker is a registered representative with Itau International Securities Inc. James has been in the financial services industry since 2008. James holds the Series 7, Series 99TO and SIE licenses. James is a registered representative in Florida. In addition to Itau International Securities Inc., James was previously registered with XP Securities, LLC, Intertrading Securities and Statetrust Investments Inc. James has experience working with both individual and corporate clients.

Firm Information

James Parker is currently registered with Itau International Securities Inc.. Itau International Securities Inc. is a corporation registered with the SEC and in five states. Founded in 2007, the firm provides investment advisory services for individuals, pooled investment vehicles, and businesses. They offer portfolio management services and operate a wrap fee program. Itau International Securities Inc. manages approximately $59,632,307 in regulatory assets under management for 31 clients, including 14 high-net-worth individuals and 13 corporations.

$59.63M

Assets Under Management

Not reported

Total Clients

36

Total Financial Advisors

Services Offered

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

family office services

Family office services

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Parker’s Registration & Firm History

FL

11/24/2020 - Present

Itau International Securities Inc. (MIAMI FL)

FL

02/21/2020 - 04/13/2020

STATETRUST INVESTMENTS INC. (BOCA RATON FL)

FL

05/06/2015 - 11/01/2019

XP SECURITIES, LLC (MIAMI FL)

FL

08/07/2013 - 05/13/2015

INTERTRADING SECURITIES (MIAMI FL)

FL

09/05/2007 - 07/24/2013

STATETRUST INVESTMENTS INC. (BOCA RATON FL)

Not sure if James Walter Parker is right for you?

Licenses & Designations

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Walter Parker.
Not sure if James Walter Parker is right for you?