Unclaimed
James Figurelli is a registered representative with Equitable Advisors, LLC, working out of their Woodbridge, New Jersey office. James has been in the financial services industry since January 2025 and holds the Series 66 license. James works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. James provides a range of services including financial planning, portfolio management, and educational seminars.
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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NJ
01/08/2025 - Present
Equitable Advisors, LLC (WOODBRIDGE NJ)
Active
Inactive
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