Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edward Creeden is an investment advisor representative with Lifemark Securities Corp. James has been in the financial industry for over 35 years. He is currently registered with the state of Ohio and Indiana. James previously worked for Foresters Equity Services, Inc., Calton & Associates, Inc., Fortune Financial Services, Inc. , Equity Analysts Inc., Wall Street Financial Group, Inc., Locust Street Securities, Inc. and Pruco Securities Corporation. James's areas of specialization include Mutual Funds, Variable Annuities and Equity Securities.
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.
Helps you choose top advisors aligned with your financial goals.
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
OH
11/12/2018 - Present
Lifemark Securities Corp. (Concord OH)
CA
02/10/2014 - 11/05/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
OH
06/25/2013 - 01/09/2014
CALTON & ASSOCIATES, INC. (CINCINNATI OH)
OH
01/04/2008 - 05/02/2013
FORTUNE FINANCIAL SERVICES, INC. (CINCINATTI OH)
PA
03/26/2004 - 12/31/2007
FORTUNE FINANCIAL SERVICES, INC. (NEW BRIGHTON PA)
OH
10/02/2003 - 03/11/2004
EQUITY ANALYSTS INC. (CINCINNATI OH)
NY
02/15/2000 - 10/03/2002
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
IA
09/15/1998 - 12/31/1999
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NJ
05/23/1983 - 07/13/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 09/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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