Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McGeehan is a financial professional with over 20 years of experience in the industry. James is currently registered with Stuart Portfolio Consultants, LP in New York. Previously, James was registered with WELLS FARGO SECURITIES, LLC, RBS SECURITIES INC., HSBC SECURITIES (USA) INC., and UBS SECURITIES LLC. James holds the Series 7TO, SIE, and Series 7 licenses. James is also a registered representative in New York.
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.
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.
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2
NY
03/09/2023 - Present
Stuart Portfolio Consultants, LP (NEW YORK NY)
NY
08/11/2021 - 04/25/2022
WELLS FARGO SECURITIES, LLC (New York NY)
CT
11/14/2005 - 07/27/2009
RBS SECURITIES INC. (GREENWICH CT)
NY
03/25/2004 - 11/21/2005
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
02/20/2001 - 03/11/2004
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 08/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2020
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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