Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Francis Angiuli is a financial advisor registered with LPL Financial LLC. James has been in the financial services industry since 1998. James has a strong track record of providing comprehensive financial advice to individuals and families. James is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 63, Series 65, and Series 24 licenses. James specializes in providing financial planning, investment management, retirement planning, and estate planning services.
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.
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2
NJ
09/16/2024 - Present
LPL Financial LLC (WHITEHOUSE STATION NJ)
NJ
04/03/2012 - 11/11/2019
FIDELITY BROKERAGE SERVICES LLC (MORRISTOWN NJ)
NJ
10/01/1999 - 03/26/2012
WELLS FARGO ADVISORS, LLC (LAWRENCEVILLE NJ)
NC
06/24/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NJ
06/05/1998 - 07/08/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 01/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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