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 Muckell is an investment advisor representative and has been in the financial services industry for over 20 years. James is a licensed CPA and has been a professor of accounting at Nyack College since 1987. He is currently registered with OneAscent Financial Services Llc and has previously worked for Securities America, Inc., National Planning Corporation, Cetera Financial Specialists LLC, and C.J.M. Planning Corp. James holds the Series 6, Series 63, and Series 65 licenses. He is a specialist in providing financial planning, pension consulting, and portfolio management for both businesses and individuals. James is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
Consulting
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.
1
2
NJ
05/17/2021 - Present
Oneascent Financial Services LLC (Andover NJ)
NY
11/01/2017 - 04/30/2019
SECURITIES AMERICA, INC. (WEST NYACK NY)
NY
11/23/2012 - 11/07/2017
NATIONAL PLANNING CORPORATION (WEST NYACK NY)
NY
10/24/2005 - 11/29/2012
CETERA FINANCIAL SPECIALISTS LLC (WEST NYACK NY)
NJ
06/27/2000 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
IA
Issued 01/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure James Muckell is the right advisor for you? Invested Better is here to help.
