James Ray Roland
A portfolio manager and financial advisor who specializes in analyzing financial information such as stocks, crypto and forex, investment opportunities, financial background, economic forecasts, trading volumes, and capital movement. My responsibilities include financial market forecasts, cash flow planning, and capital management.
About James
James Ray Roland is a Financial Advisor, Market Analyst, and Private Equity Broker. He assists individuals in selecting and managing capital investments, as well as providing market trend analysis and outlining the benefits and drawbacks of these investment programs.
James has been registered with the Financial Industry Regulatory Authority (FINRA) for over ten years and is licensed (CRD#: 2191750).
Foreign exchange, crypto, stock trading, and other CFDs, as well as Non-Farm Payroll, are his areas of expertise. His technique begins with having a thorough conversation with customers to understand more about their financial situation and then assisting them in investing in a way that is compatible with their risk perception and tolerance.
James has been described by satisfied clients as a good listener who asks critical questions to analyze the investor's needs and then uses his vast financial expertise to assist them achieve their objectives. It's no wonder that he's built such a name for himself in the market.
work experience
BASEPOINT WEALTH, LLC ( CRD # 289538/SEC#:801-111782 )
Edward Jones (CRD# 250)
RAYMOND JAMES FINANCIAL SERVIC... (CRD# 6694)
1996 - Present (26 years)
TAYMOND FINANCIAL SERVICES (CRD# 6694)
2007 - 2009 (1 year)
Getting Started
Let's Start with Financial Models To Describe Market Trends And Other Factors That Can Impact Investments In The Capital Markets..
WHAT PEOPLE SAY
I have been working with James on personal finance for the past few months and I can honestly say that he has been a great help to me.
I had the pleasure of working with James on my investment portfolio. he was extremely knowledgeable and gave me sound advice on how to trade.
He has always been willing to assist me with any questions or concerns I have had and I am very grateful for his help and support.
James Will Create And Manage Investment Portfolios For Small And Large Businesses, Including Stocks, Bonds, Cryptos And Mutual Funds.
He Does Forex Research To Evaluate Buying And Selling Decisions On Currency Pairs. Using Charting Software and Indicators.
