Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McInerney is a financial advisor with Morgan Stanley Distribution, Inc. James has been in the financial industry since 1997 and has worked at a number of firms including Eaton Vance Distributors, Inc., MBSC Securities Corporation, Mellon Funds Distributor, L.P. and Fidelity Investments Institutional Services Company, Inc. James is registered to provide securities services in all 50 states, the District of Columbia and Puerto Rico. James holds a Series 3, Series 7, Series 24 and Series 63 license.
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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2
MA
01/15/2022 - Present
Morgan Stanley Distribution, Inc. (Boston MA)
MA
05/01/2008 - 01/15/2022
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
07/02/2007 - 04/15/2008
MBSC SECURITIES CORPORATION (BOSTON MA)
MA
07/21/1999 - 07/02/2007
MELLON FUNDS DISTRIBUTOR, L.P. (BOSTON MA)
RI
03/12/1997 - 07/13/1999
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 08/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/05/2022
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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