Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McGrail is a financial advisor with Intelligent Cross LLC, located in Stamford, CT. James has over 14 years of experience in the financial services industry. Prior to joining Intelligent Cross LLC, James was a registered representative with RBC Capital Markets, LLC, where he worked for over two years. James is also a registered representative of RBC CMA LLC. James holds the Series 7, Series 63, Series 99TO and SIE licenses. James is registered to sell securities in Connecticut.
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.
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.
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CT
02/17/2023 - Present
Intelligent Cross LLC (STAMFORD CT)
MA
11/09/2021 - 02/16/2023
RBC CAPITAL MARKETS, LLC (BOSTON MA)
NY
09/22/2022 - 09/28/2022
RBC CMA LLC (NEW YORK NY)
MA
05/06/2021 - 10/28/2021
BARCLAYS CAPITAL INC. (BOSTON MA)
MA
04/09/2009 - 04/05/2021
EBX LLC (BOSTON MA)
BC
Issued 07/08/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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