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 Sahagian is a financial advisor with Steward Partners Investment Advisory, LLC. James has been in the industry since 1999 and has a wide range of experience in investment advisory and financial planning. James is registered with the state of New Jersey as an investment advisor representative and has a Series 7 and Series 65 license. James is also a Certified Financial Planner and is dedicated to providing clients with personalized financial advice and solutions. James previously worked for Raymond James Financial Services, Inc. and Wells Fargo Clearing Services, LLC. James has a strong track record of success in helping clients achieve their financial goals.
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 06/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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