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 Trevouledes is a financial advisor with McAdam LLC, based in Philadelphia, PA. James has been in the industry since August 2018 and holds Series 63, 65, 7, and SIE licenses. James also holds the Certified Financial Planner designation. James is a registered investment advisor in Pennsylvania, Arizona, Maryland, Michigan, Minnesota, New Jersey, New York, North Dakota, and Wisconsin.
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.
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.
1
2
PA
08/24/2018 - Present
McAdam LLC (Philadelphia PA)
BC
Issued 04/28/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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