Unclaimed
James Donaldson is a financial advisor with Nylife Securities LLC. James has been in the industry since April 2008. James currently holds Series 6 and Series 63 licenses and is registered with the state of Alabama. James has been associated with Nylife Securities LLC since September 2007. Prior to their current position, James was based in Auburn, Alabama.
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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AL
10/20/2023 - Present
Nylife Securities LLC (MONTGOMERY AL)
AL
09/25/2007 - 04/05/2023
NYLIFE SECURITIES LLC (AUBURN AL)
BC
Issued 11/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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