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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames D. Mirenda is an Investment Advisor Representative with Wealthcare Capital Management LLC, licensed with the state of Vermont. James has been a registered investment advisor since 2010, and previously worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. James is a Certified Financial Planner and has passed the Series 3, Series 7, and Series 66 exams. James specializes in financial planning, portfolio management, and pension consulting for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Wealthcare Capital Management LLC is a registered investment advisor with offices in Richmond, Virginia and East Dorset, Vermont.
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.
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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VT
08/27/2012 - Present
Wealthcare Capital Management LLC (EAST DORSET VT)
VT
01/15/2010 - 08/14/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANCHESTER CENTER VT)
NY
08/05/1994 - 05/05/1997
AUBREY G. LANSTON & CO., INC. (NEW YORK NY)
BOTH
Issued 02/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/04/1996
Series 3 - National Commodity Futures Examination
Active
Inactive
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