Unclaimed
James Landry is a registered representative with Park Avenue Securities LLC. James has been in the industry for over a year and has a Series 66, Series 7TO, and SIE licenses. James has experience with both individual and institutional clients, including charitable organizations and pension plans. James is dedicated to providing clients with personalized financial advice and investment strategies to help them reach their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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TX
05/02/2024 - Present
Park Avenue Securities LLC (AUSTIN TX)
RI
09/23/2022 - 09/12/2023
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 11/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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