Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael Ezegelian is a registered Investment Advisor Representative with Spirit Of America Management Corp. in Syosset, NY. James has been in the securities industry since July 2005. James has passed the Series 63, Series 65, Series 7 and SIE exams. The firm provides investment management services to individuals, investment companies and high-net-worth clients. James is also registered with the state of Connecticut.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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NY
04/24/2018 - Present
Spirit OF America Management Corp. (SYOSSET NY)
IA
Issued 05/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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