Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Plummer is an investment advisor representative with Consolidated Portfolio Review Corp., licensed in Florida and Pennsylvania. James has over 18 years of experience in the financial services industry. Prior to joining Consolidated Portfolio Review Corp. in 2022, James worked at ILG Private Wealth, Inc. and FSC Securities Corporation. James provides financial planning, portfolio management for individuals and businesses, and pension consulting services.
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.
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.
1
2
NY
08/10/2022 - Present
Consolidated Portfolio Review Corp. (WOODBURY NY)
PA
12/10/2014 - 04/16/2018
FSC SECURITIES CORPORATION (DUNCANSVILLE PA)
PA
07/14/2010 - 09/16/2014
M&T SECURITIES, INC. (ALTOONA PA)
PA
12/17/2003 - 07/01/2010
USA FINANCIAL SECURITIES CORPORATION (DUNCANSVILLE PA)
PA
06/25/2003 - 12/18/2003
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IA
Issued 01/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure James Plummer is the right advisor for you? Invested Better is here to help.
