Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Allan MacArevey is a financial advisor at The Ayco Company, LP. James has been in the industry since 2002 and has a broad range of experience in providing financial advice to individuals and businesses. James's current registrations include New York and Texas as a Registered Investment Advisor and he is also registered as a Broker with the state of New York. James Allan MacArevey is committed to providing his clients with the highest level of service and personalized financial advice.
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.
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.
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.
1
2
NY
05/08/2022 - Present
THE Ayco Company, LP (Cohoes NY)
NY
09/23/2002 - 01/05/2021
MERCER ALLIED COMPANY, L.P. (COHOES NY)
NJ
05/30/2000 - 08/22/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 07/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/01/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/12/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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BOX Exchange LLC
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Cboe BYX Exchange, Inc.
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Cboe BZX Exchange, Inc.
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Cboe C2 Exchange, Inc.
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Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
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Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
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MEMX LLC
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MIAX Emerald, LLC
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MIAX PEARL, LLC
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Miami International Securities Exchange, LLC
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NYSE American LLC
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NYSE Arca, Inc.
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NYSE Chicago, Inc.
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NYSE National, Inc.
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Nasdaq BX, Inc.
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Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
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Nasdaq MRX, LLC
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Nasdaq PHLX LLC
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Nasdaq Stock Market
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New York Stock Exchange
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