Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Sanderson is a registered investment advisor representative associated with Northcoast Research Partners, LLC. James Sanderson is based in CLEVELAND, OH and has been in the industry since December 24, 2009. James Sanderson holds the following licenses and certifications: Series 7, Series 86, Series 87, Series 24, Series 66, and the SIE.
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.
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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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2
OH
06/23/2023 - Present
Northcoast Research Partners, LLC (CLEVELAND OH)
MA
07/24/2018 - 02/22/2019
DETWILER FENTON & CO. (BOSTON MA)
MA
05/11/2016 - 04/30/2018
WOOD (ARTHUR W.) COMPANY, INC. (BOSTON MA)
MA
07/27/2009 - 05/06/2016
DETWILER FENTON & CO. (BOSTON MA)
MA
08/21/2013 - 05/28/2015
DETWILER FENTON WEALTH MANAGEMENT INC (BOSTON MA)
BOTH
Issued 05/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2010
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/28/2009
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 07/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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