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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McGarry is a financial advisor with Navellier & Associates Inc. James McGarry has been in the industry since 2001 and has a strong background in providing investment advice to high net worth individuals, corporations, and other businesses. James McGarry specializes in providing a wide range of financial advisory services, including portfolio management, UIT, educational seminars and other investment-related services. James McGarry is registered with the Securities and Exchange Commission as an Investment Adviser Representative and is licensed to provide investment advice in all 50 states and the District of Columbia.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NJ
10/31/2014 - Present
Navellier & Associates Inc. (HILLSBOROUGH NJ)
NY
01/11/2016 - 11/21/2016
MATRIX CAPITAL GROUP, INC. (NEW YORK NY)
NJ
12/10/2012 - 10/15/2013
SANDERS MORRIS HARRIS INC. (SADDLE BROOK NJ)
NJ
12/23/2011 - 08/10/2012
CHASE INVESTMENT SERVICES CORP. (STIRLING NJ)
NJ
08/10/2005 - 05/27/2011
AXA ADVISORS, LLC (HILLSBOROUGH NJ)
NJ
11/08/2002 - 10/15/2004
CITISTREET EQUITIES LLC (SOMERSET NJ)
TX
08/16/2001 - 11/05/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
08/16/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 04/01/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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