Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Heidbreder is a registered representative with Fifth Third Securities, Inc. James has over 20 years of experience in the securities industry. James is a Series 7, Series 24, Series 63, Series 79 and SIE licensed professional. James has worked for a number of firms including Bridge Capital Associates, Inc., RBC Capital Markets, LLC, FBR Capital Markets & Co., and J.P. Morgan Securities Inc. James is registered in 23 states and is a registered principal with Fifth Third Securities, Inc.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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NY
03/05/2018 - Present
Fifth Third Securities, Inc. (NEW YORK NY)
GA
06/21/2016 - 02/22/2018
BRIDGE CAPITAL ASSOCIATES, INC. (NORCROSS GA)
NY
07/18/2011 - 11/20/2013
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
06/12/2008 - 08/08/2011
FBR CAPITAL MARKETS & CO. (NEW YORK NY)
NY
05/01/2001 - 04/09/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
09/15/2000 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 8/1/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/30/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/21/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 9/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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