Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gregory Everlof is a financial advisor registered with Commonwealth Financial Network. James has been in the financial services industry since November 27, 2000. James is licensed in 15 states, including California, Delaware, Florida, and Pennsylvania, and holds a Series 6, 7, 26, 63, and 65 licenses. James is a member of FINRA and has held previous positions with Citizens Securities, Inc., Santander Securities LLC, LPL Financial LLC, and NYLIFE Securities LLC, among others.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
03/29/2023 - Present
Commonwealth Financial Network (Crum Lynne PA)
PA
05/02/2014 - 01/03/2020
CITIZENS SECURITIES, INC. (UPPER DARBY PA)
PA
09/19/2012 - 04/28/2014
SANTANDER SECURITIES LLC (CLIFTON HEIGHTS PA)
PA
09/08/2010 - 09/19/2012
LPL FINANCIAL LLC (FOLSOM PA)
PA
10/26/2009 - 08/27/2010
NYLIFE SECURITIES LLC (HORSHAM PA)
MA
07/28/2006 - 01/27/2009
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (BOSTON MA)
MD
04/26/2004 - 03/15/2006
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
MA
08/07/2001 - 04/06/2004
PBHG FUND DISTRIBUTORS (BOSTON MA)
PA
06/09/1999 - 11/06/2000
DIRECTED SERVICES, INC. (WEST CHESTER PA)
DE
07/11/2000 - 09/05/2000
ING FUNDS DISTRIBUTOR, INC. (WILMINGTON DE)
MA
12/07/1998 - 03/15/1999
UAM FUND DISTRIBUTORS, INC. (BOSTON MA)
PA
06/11/1997 - 08/25/1997
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 06/08/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Everlof is the right advisor for you? Invested Better is here to help.
