Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gordon Durso is a financial professional with over 30 years of experience in the industry. James is currently registered with Cadaret, Grant & CO., Inc. in New York. James holds a Series 7, Series 63, Series 65 and SIE. Prior to joining Cadaret, Grant & CO., Inc., James was a Registered Representative and Investment Advisor Representative at Invest Financial Corporation for seven years. Previously James has also worked at Community Investment Services, Inc. and McDonald Investments Inc. James has worked at numerous other firms throughout his career. James provides a range of financial services including financial planning, portfolio management, and investment advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (Penfield NY)
NY
01/14/2011 - 10/05/2017
INVEST FINANCIAL CORPORATION (WATERLOO NY)
NY
02/25/2004 - 01/27/2011
COMMUNITY INVESTMENT SERVICES, INC. (INTERLAKEN NY)
OH
05/14/1999 - 03/03/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
06/02/1994 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
PA
07/08/1992 - 05/20/1994
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
VA
01/31/1991 - 06/22/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
07/19/1988 - 01/02/1991
EMPIRE NATIONAL SECURITIES, INCORPORATED
NA
08/20/1987 - 06/02/1988
GREAT LAKES EQUITIES CO.
NA
04/23/1987 - 09/10/1987
ROYCE PARK INVESTMENTS, INC.
NA
02/02/1987 - 03/30/1987
SHERWOOD CAPITAL, INC.
NA
03/22/1984 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 12/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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