Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Byrne is a financial advisor with over 10 years of experience in the industry. James is currently registered with RMR Wealth Builders, Inc. in New Jersey. James has held previous positions with Securian Financial Services, Inc., AXA Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley Smith Barney. James has a wide range of experience working with a variety of clients including high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit-sharing plans and charitable organizations. James specializes in providing financial planning, portfolio management and consulting services to individuals and businesses.
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 engagement for specific purpose such as education funding, estate planning
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.
Insurance compensation
1
2
NJ
10/27/2023 - Present
RMR Wealth Builders, Inc. (MONTCLAIR NJ)
NJ
11/08/2019 - 06/21/2023
SECURIAN FINANCIAL SERVICES, INC. (WALL NJ)
NJ
01/31/2012 - 11/04/2019
AXA ADVISORS, LLC (WOODBRIDGE NJ)
NY
07/12/2011 - 11/04/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
01/20/2011 - 04/04/2011
MORGAN STANLEY SMITH BARNEY (RIDGEWOOD NJ)
BOTH
Issued 05/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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