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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Joseph Bilko is a financial advisor with Morgan Stanley. James Joseph Bilko is registered with the state of South Carolina and has been active in the financial services industry for over 37 years. James Joseph Bilko has a wide range of experience in the financial services industry, including previous roles at CITIGROUP GLOBAL MARKETS INC., J F LOWE & COMPANY INCORPORATED, GREENTREE SECURITIES CORP., and BROOKS WEINGER ROBBINS & LEEDS INC.. James Joseph Bilko specializes in providing investment advice and portfolio management to individuals, families, and businesses. James Joseph Bilko is a dedicated and experienced financial advisor with a proven track record of success.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
SC
05/27/2020 - Present
Morgan Stanley (Columbia SC)
CT
01/09/1990 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (STAMFORD CT)
NA
11/30/1988 - 01/12/1990
J F LOWE & COMPANY INCORPORATED
NA
01/04/1988 - 12/13/1988
GREENTREE SECURITIES CORP.
NA
08/20/1985 - 02/03/1988
BROOKS WEINGER ROBBINS & LEEDS INC.
IA
Issued 09/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/25/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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