Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Larkins is a financial professional with over 11 years of experience in the industry. James has a strong background in investment banking and has held previous roles at BofA Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. James currently works at J.P. Morgan Securities LLC as a registered representative. James is licensed in 53 states and holds FINRA Series 63, Series 79, Series 24, and SIE licenses. James specializes in providing financial planning, portfolio management services for businesses and individuals. James is also a licensed investment adviser representative and has been actively registered with the SEC since 2021.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
09/10/2021 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
05/10/2019 - 08/03/2021
BOFA SECURITIES, INC. (NEW YORK NY)
NY
04/26/2010 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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