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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 McKenna, a financial advisor with Janney Montgomery Scott LLC, has over 6 years of experience in the financial services industry. James McKenna holds the Series 7TO, SIE, and Series 66 securities licenses and is registered in 38 states. James McKenna specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. James McKenna’s focus is to help clients achieve their financial goals. James McKenna’s office is located in Hingham, MA.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
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MA
06/10/2024 - Present
Janney Montgomery Scott LLC (Hingham MA)
MA
08/12/2021 - 02/20/2023
JANNEY MONTGOMERY SCOTT LLC (OSTERVILLE MA)
BOTH
Issued 11/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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