Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Anthony Dallesandro is an investment professional who has been active in the financial services industry since July 1997. Currently, James is registered with Allstate Financial Services, LLC. Previously, James has been affiliated with Securities America, Inc., LPL Financial LLC, CCO Investment Services Corp., Charter One Securities, Inc., and Pruco Securities Corporation. James has Series 6, 7, 63, and 65 licenses, as well as the SIE exam. James is currently registered in Florida, New York, North Carolina, and Pennsylvania.
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
NC
01/20/2017 - Present
Allstate Financial Services, LLC (Chapel Hill NC)
NY
02/07/2013 - 01/04/2017
SECURITIES AMERICA, INC. (CLIFTON PARK NY)
NY
04/07/2006 - 02/12/2013
LPL FINANCIAL LLC (SCHENECTADY NY)
NY
12/01/2005 - 04/07/2006
CCO INVESTMENT SERVICES CORP. (SCHENECTADY NY)
OH
07/29/1999 - 12/01/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
NJ
07/11/1997 - 07/27/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 07/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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