Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Higgins Degennaro is a financial advisor in Atlanta, Georgia and has been in the industry since September 26, 2014. James is currently registered with Voya Investment Management Co. LLC and has been with the firm since December 2022. Prior to that, James worked at Invesco and Waypoint Direct Investments, LLC. James is a Certified Financial Planner™ and holds the Series 6, 7, 63, 66 and SIE licenses. James offers financial planning services, portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
GA
12/14/2022 - Present
Voya Investment Management Co. LLC (Atlanta GA)
GA
12/12/2019 - 12/06/2022
INVESCO DISTRIBUTORS, INC. (ATLANTA GA)
GA
07/19/2019 - 11/20/2019
WAYPOINT DIRECT INVESTMENTS, LLC (Atlanta GA)
MD
08/20/2015 - 11/25/2015
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
GA
07/02/2014 - 07/21/2015
RIDGEWORTH DISTRIBUTORS LLC (ATLANTA GA)
GA
10/01/2010 - 12/19/2013
USAA FINANCIAL ADVISORS, INC. (ATLANTA GA)
GA
11/04/2009 - 03/09/2010
NEW ENGLAND SECURITIES (ALPHARETTA GA)
BC
Issued 06/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/25/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/03/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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