Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Hudon Engelman is a financial advisor with Edward Jones, a firm that has been serving clients for over a century. James has been working in the financial services industry since June 16, 2020. James is registered to provide securities and investment advisory services in Florida, Georgia, Illinois, Louisiana, Massachusetts, New York, North Carolina, South Carolina, Tennessee, Texas, and Virginia. James specializes in helping individuals, families, and businesses reach their financial goals. James is committed to providing personalized financial guidance and building long-term relationships with clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
See schedule d - miscellaneous
1
2
NC
10/13/2023 - Present
Edward Jones (MARION NC)
NY
09/12/2023 - 10/16/2023
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
VA
04/22/2020 - 12/15/2022
ONEAMERICA SECURITIES, INC. (Franklin VA)
VA
05/25/2019 - 12/24/2019
EDWARD JONES (VIRGINIA BEACH VA)
BOTH
Issued 06/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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