Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Grieves Gilligan is a registered representative with Stancorp Equities, Inc., located in Portland, OR. James has over 27 years of experience in the financial services industry. James has passed the Series 6, 7, and SIE exams. James was previously registered with Lincoln Financial Distributors, Inc., OneAmerica Securities, Inc., MML Investors Services, Inc., Newport Group Securities, Inc., and Vanguard Marketing Corporation. James has a current Series 63 registration in the state of Florida.
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.
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.
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2
OR
02/09/2024 - Present
Stancorp Equities, Inc. (PORTLAND OR)
PA
03/28/2018 - 01/31/2024
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IN
07/23/2010 - 03/28/2018
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
FL
03/22/2006 - 06/25/2010
MML INVESTORS SERVICES, INC. (PALM BEACH GARDENS FL)
FL
07/17/2002 - 02/21/2006
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
PA
03/28/1994 - 07/24/2000
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 12/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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