Unclaimed
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.
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.
1
2
OH
02/16/2023 - Present
Nationwide Investment Services Corp. (GRANDVIEW HEIGHTS OH)
OH
02/01/2021 - 06/14/2022
PRUCO SECURITIES, LLC. (COLUMBUS OH)
BC
Issued 02/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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