Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Donnelly is a financial professional with extensive experience in the financial services industry. James is currently registered with Mutual of Omaha Investor Services, Inc. where he has been since January 2024. James has a diverse background, having previously worked for firms such as PRUCO Securities, LLC., NYLIFE Securities LLC, R. SEELAUS & CO.,INC., LINCOLN INVESTMENT, VALIC Financial Advisors, Inc., and Edward Jones. James holds Series 6, 7, 63 and SIE licenses. James is dedicated to providing comprehensive financial planning and portfolio management services to individuals and high-net-worth clients.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Promoter fees and third party money manager fees
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2
MA
01/12/2024 - Present
Mutual OF Omaha Investor Services, Inc. (BRAINTREE MA)
NJ
11/30/2022 - 01/23/2023
PRUCO SECURITIES, LLC. (Basking Ridge NJ)
NJ
05/20/2017 - 12/06/2022
NYLIFE SECURITIES LLC (EDISON NJ)
NJ
11/19/2008 - 04/13/2009
R. SEELAUS & CO.,INC. (CHATHAM NJ)
NJ
05/22/2008 - 11/21/2008
LINCOLN INVESTMENT (CRANFORD NJ)
TX
06/06/2006 - 06/16/2006
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
NJ
04/27/2004 - 06/07/2006
EDWARD JONES (HILLSBOROUGH NJ)
BC
Issued 10/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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