Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McMonigle is a registered investment advisor representative at Wealth Management Associates, Inc. James has been in the financial services industry since 1980 and has a broad range of experience. James holds the Series 4, Series 7, Series 24, Series 5, Series 63, and Series 99TO licenses. In addition to providing investment advisory services, James also provides financial planning, pension consulting, and educational seminars. James's firm, Wealth Management Associates, Inc., is located in Cherry Hill, NJ and manages over $500 million in assets for their 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.
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.
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.
Solicitor/referral fees
1
2
NJ
04/01/2019 - Present
Wealth Management Associates, Inc. (CHERRY HILL NJ)
NJ
01/30/1995 - 06/14/2024
SECURITIES AMERICA, INC. (TURNERSVILLE NJ)
NY
04/04/1994 - 01/30/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
PA
04/26/1983 - 03/16/1994
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
NA
05/29/1982 - 04/29/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
07/24/1980 - 03/30/1982
E. F. HUTTON & COMPANY INC
BC
Issued 09/17/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2006
Series 4 - Registered Options Principal Examination
BC
Issued 06/08/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1981
Series 5 - Interest Rate Options Examination
BC
Issued 07/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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