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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 Furlong is an Investment Advisor Representative at Edelman Financial Engines. James has been in the industry since 1989, with previous experience at MML Investors Services, Inc., EQ Financial Consultants, Inc., and The Equitable Life Assurance Society of the United States. James holds FINRA Series 4, 7, 24, 53, and 63 licenses and the Series 65. James's professional designations include: James specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. James Furlong has a current registration with the following states: Florida, Massachusetts, and Texas.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
FL
04/15/2021 - Present
Edelman Financial Engines (DAYTONA BEACH SHORES FL)
MA
09/15/1998 - 10/18/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
07/18/1989 - 08/06/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
07/18/1989 - 08/06/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/09/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/29/1993
Series 4 - Registered Options Principal Examination
BC
Issued 05/11/1992
Series 24 - General Securities Principal Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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