Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Henry Okun is a financial professional with over 8 years of experience in the securities industry. James is currently registered with Stonehaven, LLC and holds Series 7, 24, and 63 licenses. James has previously been registered with Hollister Associates, LLC and Strategas Securities, LLC DBA Strategas Research Partners.
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
NY
06/28/2023 - Present
Stonehaven, LLC (NEW YORK NY)
SC
08/31/2021 - 06/29/2023
HOLLISTER ASSOCIATES, LLC (MOUNT PLEASANT SC)
NY
04/24/2015 - 04/07/2021
STRATEGAS SECURITIES, LLC DBA STRATEGAS RESEARCH PARTNERS (NEW YORK NY)
BC
Issued 10/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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