Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames David Kornreich is a financial professional with over 28 years of experience in the industry. James has a wide range of experience in financial services, including investment advisory and brokerage services. Currently, James is a registered representative with M Holdings Securities, Inc., where James has been employed since December 2001. Prior to this, James was employed by NIA Securities, L.L.C., Mutual Service Corporation, and MML Investors Services, Inc. James is licensed in several states, including California, Connecticut, Florida, New Jersey, New York, Oregon, Pennsylvania, and Rhode Island. James holds the Series 6, 7, 22, 24 and 63 licenses.
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
NY
12/20/2001 - Present
M Holdings Securities, Inc. (NEW YORK NY)
NY
03/20/2000 - 12/31/2003
NIA SECURITIES, L.L.C. (NEW YORK NY)
MA
01/20/1999 - 12/31/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
03/04/1996 - 01/19/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
10/24/1984 - 09/17/1986
CONCORD ASSETS SECURITIES, INC.
BC
Issued 04/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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