Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Nicholas Chiconas is a financial advisor at Equitable Advisors, LLC. He is a registered representative in Oklahoma and Texas. James has over 25 years of experience in the financial services industry, having previously worked for a variety of other firms including AIG Financial Advisors, Inc., Spelman & Co., Inc., and The (Wilson) Williams Financial Group. James holds the Series 6, Series 63, Series 65, and SIE licenses. He is also a member of the Board of Directors for St. George Greek Orthodox Church.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OK
05/24/2022 - Present
Equitable Advisors, LLC (EDMOND OK)
OK
10/31/2005 - 06/09/2006
AIG FINANCIAL ADVISORS, INC. (EDMOND OK)
AZ
01/20/2005 - 10/31/2005
SPELMAN & CO., INC. (PHOENIX AZ)
TX
06/09/2004 - 01/18/2005
THE (WILSON) WILLIAMS FINANCIAL GROUP (DALLAS TX)
AZ
02/28/2000 - 06/10/2004
SPELMAN & CO., INC. (PHOENIX AZ)
MA
05/08/1998 - 03/01/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
12/13/1996 - 04/22/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
12/13/1996 - 04/22/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 04/29/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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