Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Ferrari is a financial advisor who has been in the industry since 2017. James is currently registered with LPL Financial LLC as a Registered Representative in Pennsylvania. James is also registered with the state of Pennsylvania as an Investment Advisor Representative. James has been a financial services professional with Franklin Mint Federal Credit Union since 2012. James earned the Series 66, Series 7 and SIE securities licenses. James is also a licensed financial advisor in Alaska, Arizona, Colorado, Delaware, Florida, Georgia, Indiana, Iowa, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, Pennsylvania and Texas.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
11/29/2017 - Present
LPL Financial LLC (GLEN MILLS PA)
BOTH
Issued 11/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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