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 Geld is a financial advisor with over 25 years of experience in the industry. James has a broad range of experience working with Comprehensive Asset Management and Servicing, Inc., PFPC Distributors, Inc., and CIBC World Markets Corp. before joining Comprehensive Capital Management, Inc. in 2006. James has earned the Series 7, Series 24, Series 63 and Series 65 licenses. James offers portfolio management for individuals and businesses, and financial planning.
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.
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.
1
2
FL
02/07/2006 - Present
Comprehensive Capital Management, Inc. (BOCA RATON FL)
NJ
02/21/2002 - 12/01/2005
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)
ME
03/20/2000 - 10/12/2001
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
NY
02/27/1996 - 02/25/2000
CIBC WORLD MARKETS CORP. (NEW YORK NY)
IA
Issued 03/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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