Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Marc Vorchheimer is a financial advisor at Integrated Financial Consulting, LLC. James has been in the industry for over 20 years. James is also a Certified Financial Planner. Integrated Financial Consulting, LLC specializes in providing financial planning and portfolio management services to individuals and high net worth individuals.
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.
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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NY
03/09/2022 - Present
Integrated Financial Consulting, LLC (AIRMONT NY)
NY
07/17/2000 - 07/12/2001
UNITED EQUITIES COMPANY, LLC (NEW YORK NY)
NY
06/20/1996 - 06/04/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 07/11/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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