Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McGrane is a financial advisor at Vanguard Advisers, Inc. in Malvern, PA. James has been working in the financial services industry since 2006. James is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). James has experience in financial planning, portfolio management, and selection of other advisors. James also offers advisory services for businesses, individuals, and pooled investment vehicles.
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.
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.
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2
PA
12/02/2019 - Present
Vanguard Advisers, Inc. (MALVERN PA)
PA
08/20/2013 - 08/21/2014
SANTANDER SECURITIES LLC (PHILADELPHIA PA)
NJ
06/27/2012 - 07/29/2013
PNC INVESTMENTS (MT. LAUREL NJ)
PA
09/09/2011 - 06/13/2012
WELLS FARGO ADVISORS, LLC (BRYN MAWR PA)
PA
01/23/2009 - 05/17/2010
AXA ADVISORS, LLC (BALA CYNWYD PA)
PA
09/08/2006 - 03/01/2007
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
BOTH
Issued 11/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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