Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Christopher Senese is a financial advisor with Equitable Advisors, LLC in Melville, NY. James has been in the financial services industry since October 6, 1996. Prior to joining Equitable Advisors, LLC, James worked at AEGIS CAPITAL CORP. in Melville, NY. James has a Series 7, Series 24, Series 63, and Series 66 license. James is registered with the following states: Arizona, California, Colorado, Connecticut, Florida, Iowa, New Hampshire, New Jersey, New York, North Carolina, and Texas.
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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NY
05/24/2024 - Present
Equitable Advisors, LLC (MELVILLE NY)
NY
06/20/2011 - 12/20/2022
AEGIS CAPITAL CORP. (MELVILLE NY)
NY
11/03/2010 - 06/22/2011
GLOBAL ARENA CAPITAL CORP (NEW YORK NY)
NY
02/27/2007 - 11/02/2010
PRESTIGE FINANCIAL CENTER, INC. (MELVILLE NY)
NY
04/27/2004 - 03/01/2007
S.W. BACH & COMPANY (PORT WASHINGTON NY)
NY
03/26/2001 - 04/27/2004
HARRISON SECURITIES, INC. (PORT WASHINGTON NY)
NY
09/24/1999 - 04/11/2001
WEATHERLY SECURITIES CORPORATION (NEW YORK NY)
NY
06/25/1997 - 10/19/1999
TASIN & COMPANY, INC. (HAUPPAUGE NY)
NY
09/09/1996 - 05/27/1997
H G I (JERICHO NY)
BOTH
Issued 06/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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