Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Martin Joyce has been in the financial services industry since September 1998. James currently works for Equitable Advisors, LLC, and is registered in California, New York, and Ohio. James is a Series 6, 26, and 63 licensed representative and holds the Series SIE designation. Previous to Equitable Advisors, LLC, James worked for AIG Capital Services, Inc. James is a Registered Representative and Investment Advisor Representative and has a broad range of experience serving individuals, corporations, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and other 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.
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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NY
06/21/2022 - Present
Equitable Advisors, LLC (MELVILLE NY)
NJ
10/30/1997 - 07/28/2021
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
BC
Issued 01/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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