Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Daniel MacEy is a financial professional with over 10 years of experience in the financial services industry. James has a diverse background, having worked with Allianz Global Investors Distributors LLC and Lehman Brothers Inc. prior to joining BNY Mellon Securities Corp. James is a Series 7, Series 7TO, Series 63, and SIE licensed professional and holds active registrations in all 50 states and Puerto Rico.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
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NY
10/22/2019 - Present
BNY Mellon Securities Corp. (New York NY)
NY
04/12/2007 - 07/09/2015
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
NY
11/30/2005 - 07/14/2006
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 11/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/23/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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