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 Senese is a financial professional with over 30 years of experience in the industry. James has a strong background in the securities industry, having worked with firms like J.P. Morgan Securities LLC and Liberty Securities Corporation. He currently serves as a registered representative at J.p. Morgan Securities LLC. James is licensed in North Carolina and Texas and is qualified to provide financial planning, pension consulting, and portfolio management services for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
07/22/2011 - Present
J.p. Morgan Securities LLC (Columbus OH)
IL
10/01/2008 - 12/31/2010
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
10/02/2001 - 07/01/2006
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
04/19/2000 - 11/21/2001
WINGSPAN INVESTMENT SERVICES (CHICAGO IL)
MA
01/01/1998 - 12/31/1999
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NY
02/26/1992 - 01/01/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
IA
Issued 05/06/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1993
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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