Unclaimed
James Edward Croland is a financial advisor at Edward Jones. James has been in the financial industry for over 19 years and holds Series 6, 7, 26, 63, and 66 securities licenses as well as a Certified Financial Planner designation. James is also a registered investment advisor in both South Carolina and Texas. James has a strong background in financial planning and portfolio management, specializing in working with individuals, families, businesses, and retirement plans. Prior to joining Edward Jones, James worked at Hartford Life Distributors, LLC, and Carolina Strand Realty.
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.
See schedule d - miscellaneous
1
2
SC
12/26/2018 - Present
Edward Jones (MYRTLE BEACH SC)
CT
01/18/2000 - 07/02/2012
HARTFORD LIFE DISTRIBUTORS, LLC (HARTFORD CT)
BOTH
Issued 05/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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