Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Dellavecchia is a financial advisor with Equitable Advisors, LLC, with over 18 years of experience in the industry. James is registered to offer securities in California, Connecticut, Florida, Maryland, Minnesota, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, and Virginia. James is a Series 65 and Series 63 licensed investment advisor representative and is also Series 7 and SIE certified. James has previously worked with LPL Financial LLC, MML Investors Services, LLC, National Securities Corporation, Westrock Advisors, Inc., and Joseph Stevens & Company, Inc. In addition to working as a financial advisor, James is also the president of the Cranford Business Alliance.
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.
A percentage of the total value of assets under management is charged.
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NJ
06/25/2024 - Present
Equitable Advisors, LLC (CRANFORD NJ)
NJ
01/28/2014 - 04/28/2023
LPL FINANCIAL LLC (CRANFORD NJ)
NJ
04/06/2009 - 01/24/2014
MML INVESTORS SERVICES, LLC (CLIFTON NJ)
NJ
04/01/2008 - 04/09/2009
NATIONAL SECURITIES CORPORATION (ISELIN NJ)
NY
02/15/2006 - 03/31/2008
WESTROCK ADVISORS, INC. (NEW YORK NY)
NY
04/15/2005 - 03/14/2006
JOSEPH STEVENS & COMPANY, INC. (STATEN ISLAND NY)
IA
Issued 02/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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