Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Fegan is a financial advisor with Park Avenue Securities LLC. James has over 25 years of experience in the financial industry and holds both a Series 6 and Series 7 license as well as a Series 24. James is also a licensed investment advisor representative in several states. He is currently registered with Park Avenue Securities LLC in Maryland, Virginia and Delaware and is also registered as an investment advisor in Maryland, Virginia, Delaware, Pennsylvania, Rhode Island, Colorado and Texas. James specializes in providing financial planning, investment management, and educational seminars to individuals, high-net-worth individuals, businesses, pension and profit sharing plans and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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2
MD
09/09/2008 - Present
Park Avenue Securities LLC (ROCKVILLE MD)
NY
02/07/1996 - 10/19/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 08/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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