Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Giarratano is a financial professional with over 15 years of experience in the industry. James currently works for Lifemark Securities Corp. in Pearl River, New York. James has a wide range of experience in the financial industry, and is committed to providing personalized financial advice and services to his 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.
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
NY
10/24/2018 - Present
Lifemark Securities Corp. (Pearl River NY)
CA
10/14/2013 - 10/24/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
PA
09/02/2004 - 10/11/2013
SIGNATOR INVESTORS, INC. (WAPWALLOPEN PA)
BC
Issued 09/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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