Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McCurdy has been a registered representative since 1998 and a licensed investment advisor representative since 2009. James McCurdy is a financial advisor with Raymond James Financial Services Advisors, Inc. with over 24 years of experience in the industry. James McCurdy currently works out of the Elizabethtown, Pennsylvania office of Raymond James Financial Services Advisors, Inc.. Prior to joining Raymond James Financial Services Advisors, Inc., James McCurdy was employed by Primevest Financial Services, Inc. and Bisys Brokerage Services, Inc. James McCurdy has also been a non-variable life insurance agent for over 10 years.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
01/24/2019 - Present
Raymond James Financial Services Advisors, Inc. (ELIZABETHTOWN PA)
PA
05/10/2000 - 02/15/2006
PRIMEVEST FINANCIAL SERVICES, INC. (LEWISBURG PA)
MN
11/24/1998 - 05/10/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
MA
05/06/1998 - 01/21/1999
CONCORD BROKERAGE SERVICES, INC. (BOSTON MA)
IA
Issued 02/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/22/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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