Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gerard Raimondo is an Investment Advisor Representative at Ancora Advisors LLC. James is a registered Investment Advisor in the state of Ohio and has been in the industry for over 20 years. James has experience working with a variety of clients including insurance companies, investment companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. James offers a range of advisory services, including portfolio management for businesses, individuals, investment companies and pooled investment vehicles. James holds the Series 6, Series 7, and Series 63 licenses. James previously worked at Inverness Securities, LLC, America Northcoast Securities, Inc., Safeguard Securities, Inc., Fifth Third Securities, Inc., Fifth Third/Maxus Securities Inc., and Roulstorn Research Corp.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Insurance & credit and cash management solutions
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Revenue sharing with frs, and on credit and cash mgmt solutions
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2
OH
08/04/2011 - Present
Ancora Advisors LLC (MAYFIELD HEIGHTS OH)
OH
01/14/2016 - 01/02/2024
INVERNESS SECURITIES, LLC (Cleveland OH)
OH
07/20/2005 - 06/26/2017
AMERICA NORTHCOAST SECURITIES, INC. (Cleveland OH)
OH
04/09/2013 - 12/31/2015
SAFEGUARD SECURITIES, INC. (MAYFIELD HEIGHTS OH)
OH
12/15/2001 - 07/01/2005
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
12/10/1997 - 12/15/2001
FIFTH THIRD/MAXUS SECURITIES INC (CLEVELAND OH)
OH
11/23/1988 - 08/08/1990
ROULSTON RESEARCH CORP. (CLEVELAND OH)
BC
Issued 03/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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