Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kidd has over 25 years of experience in the financial services industry. James is currently registered with Equitable Advisors, LLC, a large, national firm with a strong reputation in the financial services industry. James specializes in a variety of financial services including financial planning, pension consulting, and portfolio management. James is licensed to provide financial advice in several states including California, Colorado, Connecticut, Florida, New Jersey, New York, North Carolina, Pennsylvania, Texas, and Virginia. In addition to his current registration, James has previous registration experience with The Equitable Life Assurance Society of the United States and GFI Securities LLC. James is dedicated to providing his clients with personalized financial advice and guidance to help them 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.
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
01/10/2019 - Present
Equitable Advisors, LLC (MORRISTOWN NJ)
NY
05/25/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
02/24/1995 - 12/09/1998
GFI SECURITIES LLC (NEW YORK NY)
IA
Issued 10/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/1997
Series 4 - Registered Options Principal Examination
BC
Issued 08/16/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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