Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Manion is a financial professional with over 20 years of experience in the industry. James is currently registered with Lincoln Financial Distributors, Inc. in Pennsylvania. Previously, James worked for Delaware Distributors, L.P. and Janney Montgomery Scott LLC. James holds the Series 7, Series 63, and Series 65 licenses, along with the SIE exam. James is also registered in New Jersey.
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
PA
12/31/2000 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
PA
08/09/2000 - 12/31/2000
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
PA
03/15/2000 - 07/17/2000
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
IA
Issued 07/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Manion is the right advisor for you? Invested Better is here to help.
