Unclaimed
James Benjamin Edge is a financial professional with over 8 years of experience in the securities industry. James is currently registered with Nylife Securities LLC, a broker-dealer firm. Prior to joining Nylife Securities LLC, James was employed by NYLIFE DISTRIBUTORS LLC and HD VEST INVESTMENT SERVICES. James holds Series 6, 7 and 63 licenses and the SIE exam. James is currently registered in all 50 states and the District of Columbia.
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
NY
10/16/2018 - Present
Nylife Securities LLC (NEW YORK NY)
OH
09/15/2015 - 08/20/2018
NYLIFE DISTRIBUTORS LLC (Cleveland OH)
OH
05/05/2014 - 09/11/2015
HD VEST INVESTMENT SERVICES (Euclid OH)
BC
Issued 05/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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