Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames John McBratney is an active investment advisor representative in New Jersey with over 15 years of experience in the financial services industry. James John McBratney is currently registered with Private Advisor Group, LLC and has a Series 66, Series 7 and SIE. Previously, James John McBratney was registered with 1717 Capital Management Company and UBS Financial Services Inc. James John McBratney's current firm, Private Advisor Group, LLC is a Registered Investment Advisor (RIA) with offices in Cranford, New Jersey and Morristown, 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.
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
12/23/2014 - Present
Private Advisor Group, LLC (CRANFORD NJ)
NJ
02/20/2007 - 09/11/2007
1717 CAPITAL MANAGEMENT COMPANY (CRANFORD NJ)
NJ
03/02/2005 - 01/17/2007
UBS FINANCIAL SERVICES INC. (WESTFIELD NJ)
BOTH
Issued 03/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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