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 Pacilio Jr. is a financial advisor with Equitable Advisors, LLC and Kingsbridge Advisors, LLC, based in Fair Lawn, NJ. James has been in the industry since 1974 and holds the Series 63, 7TO, SIE, and Series 1 licenses. James is also a registered investment advisor in New Jersey and New York. James specializes in working with high-net-worth individuals, corporations, and charitable organizations.
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
NJ
01/05/2005 - Present
Equitable Advisors, LLC (FAIR LAWN NJ)
CT
04/14/1994 - 05/24/2006
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
NY
06/24/1974 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 10/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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