Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Mitchell Gonyer is a financial professional with over 30 years of experience in the industry. James currently works with LPL Financial LLC in Berlin, NH. James has held previous positions with INFINEX INVESTMENTS, INC., Investors Capital Corp., and PRUCO SECURITIES CORPORATION. James has a variety of licenses including Series 6, Series 26 and Series 63. James holds a Series 63 license in NH and is registered with FINRA and LPL Financial LLC. James has a history of providing financial advice to clients in various locations and industries.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NH
09/30/2020 - Present
LPL Financial LLC (BERLIN NH)
NH
04/15/2004 - 10/01/2020
INFINEX INVESTMENTS, INC. (BERLIN NH)
MA
02/04/2000 - 04/15/2004
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NJ
04/30/1986 - 02/03/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 05/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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