Unclaimed
James Crowley is a financial professional with over 15 years of experience in the financial services industry. Currently, James is registered with Global Atlantic Distributors, LLC and holds several licenses including Series 6, 7, 24, and 63. James has prior experience working with Lincoln Financial Distributors, Inc. James is registered in 16 states across the country.
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
PA
12/10/2014 - Present
Global Atlantic Distributors, LLC (WAYNE PA)
PA
02/20/2008 - 12/05/2014
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
BC
Issued 04/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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