Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Bryon Bladel has been in the financial services industry since June 15, 1983. James is currently registered with Oppenheimer & Co. Inc. as an Investment Advisor Representative in New Jersey. James is also registered with Oppenheimer & Co. Inc. as a Registered Representative in Texas. James has held previous roles at several firms, including PACE SECURITIES, INC., FAHNESTOCK & CO., INC., BULL & BEAR SECURITIES, INC., SENTINEL SECURITIES, INC., and PACE SECURITIES. James has passed the Series 63, Series 65, Series 7, Series 10, Series 4, Series 24, Series 99TO, and SIE exams.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
08/26/2018 - Present
Oppenheimer & Co. Inc. (PRINCETON NJ)
NY
12/22/1992 - 02/09/1993
PACE SECURITIES, INC. (NEW YORK NY)
NA
12/21/1992 - 01/12/1993
FAHNESTOCK & CO., INC.
NY
06/22/1990 - 12/24/1992
BULL & BEAR SECURITIES, INC. (NEW YORK NY)
NA
03/02/1989 - 06/22/1990
SENTINEL SECURITIES, INC.
NA
03/22/1983 - 12/05/1988
PACE SECURITIES, INC.
NA
03/22/1983 - 11/29/1983
PACE SECURITIES
IA
Issued 09/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/28/1991
Series 4 - Registered Options Principal Examination
BC
Issued 04/29/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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