Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Secretarski is a financial advisor with Burch & Company, Inc. He is registered with the state of North Carolina. He is a Series 7, 63, and SIE licensed professional with over 20 years of experience in the industry. James has previously worked with Jefferies & Company, Inc., J.P. Morgan Securities Inc., Morgan Keegan & Company, Inc., Thomas Group Capital, and Childs Advisory Partners LLC.
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
MO
06/27/2016 - Present
Burch & Company, Inc. (KANSAS CITY MO)
GA
11/23/2009 - 07/30/2014
CHILDS ADVISORY PARTNERS LLC (ATLANTA GA)
GA
04/23/2009 - 12/30/2009
THOMAS GROUP CAPITAL (ATLANTA GA)
GA
04/20/2005 - 08/12/2008
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
NY
02/20/2003 - 04/08/2005
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
09/13/2001 - 11/04/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 04/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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