Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames George Beyloune is an active investment advisor representative with Oppenheimer & Co. Inc. James has been in the financial industry since 1988. James has been registered with Oppenheimer & Co. Inc. since 1994 and has previously been registered with CIBC WORLD MARKETS CORP., Lehman Brothers Inc. and Fahnestock & Co. Inc. James currently holds Series 63, Series 65, Series 7, and SIE licenses. James is registered in 28 states and the District of Columbia. James is a trustee for the Beyloune Family Investment Trust.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
10/24/2017 - Present
Oppenheimer & Co. Inc. (BOSTON MA)
NY
02/15/1994 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NA
03/25/1994 - 04/18/1995
OPPENHEIMER & CO., INC.
NY
07/19/1988 - 02/18/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 02/02/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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