Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Giangrande is a financial advisor with over 30 years of experience in the industry. James currently works with Hightower Advisors, LLC, a firm with offices in Purchase, New York and Chicago, Illinois. James is a Certified Financial Planner and holds Series 6, 7, 63, and 65 licenses. His specializations include financial planning, retirement planning, and investment management for individuals, businesses and institutions. James also provides treasury management services for corporate clients.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
04/21/2023 - Present
Hightower Advisors, LLC (Purchase NY)
NY
05/03/1999 - 10/19/2010
PARK AVENUE SECURITIES LLC (PURCHASE NY)
NY
09/14/1993 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
07/15/1991 - 06/17/1992
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 09/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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