Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Laurent is a financial advisor based in Pittsburgh, PA. James has been in the industry since 1986. James is currently registered with Lincoln Investment and Capital Analysts. James has previously been registered with CAPITAL ANALYSTS, INCORPORATED, WALNUT STREET SECURITIES, INC., and FIDELITY EQUITY SERVICES CORPORATION. James holds licenses for Series 6, Series 26, and Series 63, and is also a licensed financial advisor in Pennsylvania, Florida, Georgia, Maryland, Massachusetts, North Carolina, South Carolina, Texas, and West Virginia.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
08/07/2012 - Present
Lincoln Investment (PITTSBURGH PA)
PA
07/30/2002 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (PITTSBURGH PA)
CA
02/20/2001 - 07/29/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
OH
03/22/1995 - 02/20/2001
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NA
03/25/1986 - 03/23/1995
FIDELITY EQUITY SERVICES CORPORATION
BC
Issued 11/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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