Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Charles Deslonde is a financial professional with over 40 years of experience in the industry. James has worked for a variety of firms, including PaineWebber Incorporated, Apple Financial Corporation, Roma Financial, Limited, World Financial Services, Inc., Westrock Advisors, Inc. and Monarch Financial Corporation of America. James is currently registered with World First Financial Services, Inc. and is licensed to sell securities in several states. James holds several industry designations, including Series 7, Series 24, Series 27, Series 53, Series 63 and Series 14 licenses.
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.
1
2
FL
07/06/2010 - Present
World First Financial Services, Inc. (Venice FL)
NY
02/16/1989 - 12/09/2009
MONARCH FINANCIAL CORPORATION OF AMERICA (NEW YORK NY)
NY
03/04/2008 - 03/12/2009
WESTROCK ADVISORS, INC. (NEW YORK NY)
NY
10/01/2003 - 04/10/2007
WORLD FINANCIAL SERVICES, INC. (NEW YORK NY)
NA
06/29/1988 - 11/26/1988
ROMA FINANCIAL, LIMITED
NA
05/03/1984 - 11/26/1988
APPLE FINANCIAL CORPORATION
NA
06/23/1981 - 01/20/1984
PAINEWEBBER INCORPORATED
BC
Issued 07/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 10/27/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/30/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/13/1989
Series 4 - Registered Options Principal Examination
BC
Issued 01/06/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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