James M. Lastoskie
Professional summary
James Michael Lastoskie, who also goes by James Lastoskie, is a registered financial professional currently at ASSETMARK BROKERAGE, LLC located in Concord, California.
James is registered as a RR (Registered Representative) and started their career in finance in 2008. James has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view James Michael Lastoskie's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 27, 2023 - Present
ASSETMARK BROKERAGE, LLC
Office #1: 1655 Grant Street 10th Floor, Concord, CA, 94520February 14, 2014 - December 22, 2021
CHARLES SCHWAB & CO., INC.
January 3, 2012 - August 9, 2013
BLACKROCK INVESTMENTS, LLC
November 6, 2009 - December 31, 2011
BLACKROCK FUND DISTRIBUTION COMPANY
June 27, 2008 - December 31, 2009
BLACKROCK EXECUTION SERVICES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/27/2023)
Exams
FINRA
Current Firm
ASSETMARK BROKERAGE, LLC
CRD#: 169804 / SEC#: , 8-69391
Contact information
FINRA licenses (53 States and Territories)
Documents
Red Flags
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Company Information
ASSETMARK BROKERAGE, LLC
CRD#: 169804Concord, CA 94520TRUST BUT VERIFY
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