Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Perhacs is a financial advisor affiliated with Private Advisor Group, LLC, based in Morristown, New Jersey. James has been in the industry since 2001 and holds licenses and certifications from several states. James is registered as an Investment Advisor Representative and holds a Series 63, 65, 24, 31, 7, and SIE licenses. James provides financial planning, pension consulting, and educational seminars. James also specializes in portfolio management for individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
01/03/2012 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
BC
Issued 10/30/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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