Unclaimed
James Morse McQueen is a financial professional with over 20 years of experience in the industry. James is currently registered with Fortune Financial Services, Inc. James previously worked at Keystone Capital Corporation, LPL Financial LLC, and Edward Jones. James holds Series 6, 7, 24, 63, and SIE licenses. James is licensed to provide securities advice in Indiana, Michigan, and South Carolina.
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.
1
2
MI
02/25/2015 - Present
Fortune Financial Services, Inc. (Lapeer MI)
NY
09/03/2013 - 02/25/2015
KEYSTONE CAPITAL CORPORATION (NEW YORK NY)
MI
08/25/2006 - 06/21/2013
LPL FINANCIAL LLC (LAPEER MI)
MI
12/04/2001 - 07/20/2006
EDWARD JONES (LAPEER MI)
NJ
06/05/1998 - 02/17/1999
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 12/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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