Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Matthew Foley is an Investment Advisor Representative associated with Kinetic Investment Management, Inc.. James has been in the securities industry for over 20 years and holds licenses in both Broker/Dealer and Investment Advisor categories. James has a strong track record of providing financial advice and investment management services to individuals and families. James also has experience in the insurance industry and holds a license as an insurance agent. James is committed to providing his clients with personalized and professional financial advice, and to helping them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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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CA
01/03/2022 - Present
Kinetic Investment Management, Inc. (LOS ANGELES CA)
NJ
04/26/2018 - 07/24/2018
QUESTAR CAPITAL CORPORATION (PRINCETON NJ)
CA
04/07/2015 - 05/12/2016
AMERICAFIRST SECURITIES, INC. (ROSEVILLE CA)
CA
10/18/2013 - 12/31/2013
AMERICAFIRST SECURITIES, INC. (ROSEVILLE CA)
CO
01/18/2013 - 10/10/2013
ALPS DISTRIBUTORS, INC. (DENVER CO)
CT
02/03/2011 - 01/18/2013
SIP NORDIC AMERICA LLC (STAMFORD CT)
NY
07/14/2009 - 11/23/2009
MATRIX CAPITAL GROUP, INC. (NEW YORK NY)
WA
02/05/2008 - 03/18/2008
LEADER CAPITAL CORP. (VANCOUVER WA)
CO
08/03/2006 - 02/12/2008
FIXED INCOME SECURITIES, LP (MONUMENT CO)
MD
06/18/2004 - 02/10/2006
M&T SECURITIES, INC. (BALTIMORE MD)
MD
05/01/2003 - 12/19/2003
M&T SECURITIES, INC. (BALTIMORE MD)
MD
08/16/2002 - 05/01/2003
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
NY
01/13/2001 - 06/01/2001
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
MD
07/01/1998 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
CT
03/11/1997 - 10/10/1997
HERBERT J. SIMS & CO. INC. (FAIRFIELD CT)
CT
11/25/1996 - 01/09/1997
MERIT CAPITAL ASSOCIATES, INC. (WESTPORT CT)
MI
03/04/1996 - 09/13/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 10/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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