Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Mirabile is an investment advisor representative who has been in the industry since 2004. James is registered with Equity Services, Inc. and previously worked with Transamerica Financial Advisors, Inc and World Group Securities, Inc. James holds a variety of licenses including Series 6, Series 63, Series 65, and Series 26. James is a specialist in offering financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VT
07/10/2024 - Present
Equity Services, Inc. (MONTPELIER VT)
GA
01/06/2012 - 06/28/2024
TRANSAMERICA FINANCIAL ADVISORS, INC (Johns Creek GA)
GA
10/12/2004 - 01/06/2012
WORLD GROUP SECURITIES, INC. (ALPHARETTA GA)
IA
Issued 10/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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