Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McQuaid is a financial advisor with over 25 years of experience in the industry. James is currently registered with World Investment Advisors, LLC. James is also a registered representative of World Investment Advisors, LLC and has held previous positions with OSAIC WEALTH, INC., WUNDERLICH SECURITIES, INC., and MFM ASSET MANAGEMENT, L.LC.. James holds the Series 7, Series 66, and SIE licenses. James specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.
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
IL
10/09/2023 - Present
World Investment Advisors, LLC (North Barrington IL)
IL
02/05/2015 - 06/06/2024
OSAIC WEALTH, INC. (N BARRINGTON IL)
IL
01/02/2002 - 12/02/2011
WUNDERLICH SECURITIES, INC. (OAKBROOK IL)
TN
10/01/1997 - 12/31/2001
MFM ASSET MANAGEMENT, L.LC. (MEMPHIS TN)
BOTH
Issued 09/09/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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