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 McEwan is a financial professional with over nine years of experience in the industry. James is currently registered with Citigroup Global Markets Inc. as a Registered Representative and has Series 63, SIE, Series 79, and Series 24 licenses. James is licensed to provide securities and investment advisory services in 53 states and territories.
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.
Asset allocation advice
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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NY
10/09/2014 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
BC
Issued 10/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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