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James Isaac Margard

Nationwide Investment Services Corp.

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About James Isaac Margard

James Isaac Margard is a registered representative with Nationwide Investment Services Corp. James has been in the industry since 2021 and holds the Series 7 and SIE licenses. Previously, James was employed by PRUCO Securities, LLC. James is currently located in Grandview Heights, Ohio.

Firm Information

James Margard is currently registered with Nationwide Investment Services Corp.. Nationwide Investment Services Corp. is a corporation formed in 1974 and is approved to operate in all 50 states, the District of Columbia, and Puerto Rico. The firm is registered with the SEC and has a history of 4 disclosures related to regulatory events and 1 related to arbitration.

Not reported

Assets Under Management

Not reported

Total Clients

1,204

Total Financial Advisors

Services Offered

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.

Fee Structure

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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James Margard’s Registration & Firm History

OH

02/16/2023 - Present

Nationwide Investment Services Corp. (GRANDVIEW HEIGHTS OH)

OH

02/01/2021 - 06/14/2022

PRUCO SECURITIES, LLC. (COLUMBUS OH)

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Licenses & Designations

BC

Issued 02/01/2021

Series 7TO - General Securities Representative Examination

BC

Issued 11/06/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Isaac Margard.
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