Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Sahagian is an investment advisor representative at Steward Partners Investment Advisory, LLC. James has over 20 years of experience in the financial services industry. James is a Certified Financial Planner™ and holds the Series 7, 63, and 65 licenses. James provides financial planning, investment advisory, and wealth management services to individuals, families, and businesses. James has a strong commitment to helping clients achieve their financial goals. James is dedicated to providing personalized and comprehensive financial advice.
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.
Personalized portfolio management to meet individual financial objectives.
Financial 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.
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NY
03/03/2022 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
NJ
03/03/2022 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Ramsey NJ)
NJ
03/31/2009 - 03/10/2022
WELLS FARGO CLEARING SERVICES, LLC (MAHWAH NJ)
NJ
05/28/1999 - 04/15/2009
CITIGROUP GLOBAL MARKETS INC. (PARAMUS NJ)
IA
Issued 6/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/4/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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