Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Bernard Fahey is a financial advisor with over 30 years of experience in the financial industry. James is currently registered with Ameriprise Financial Services, LLC, where he has been since March 2020. Prior to that, James was registered with Ameriprise Financial Services, Inc. in Florham Park, New Jersey. James has a strong background in various areas of financial advising, including financial planning, portfolio management, and pension consulting. James is committed to helping his clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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2
NJ
03/19/2012 - Present
Ameriprise Financial Services, LLC (Bedminster NJ)
NJ
10/23/2009 - 03/21/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHESTER NJ)
NJ
03/30/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SUMMIT NJ)
NJ
10/12/1999 - 04/05/2007
EDWARD JONES (MENDHAM NJ)
IL
12/21/1998 - 06/25/1999
CARDINAL INVESTMENTS, INC. (BELLEVILLE IL)
AZ
10/01/1997 - 11/17/1998
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
08/01/1995 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
DE
02/10/1994 - 07/18/1995
PML SECURITIES COMPANY (NEWARK DE)
NE
01/29/1987 - 02/18/1994
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 01/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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