Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Patrick Barrett is a registered investment advisor representative with RMR Wealth Builders, Inc., located in Montclair, NJ. James has been in the securities industry for over 35 years. James is licensed in both New Jersey and Texas. James has passed several securities exams including Series 6, 7, 22, 24, 52, and SIE. James has also worked at Calton & Associates, Inc., Financial Network Investment Corporation, and David Lerner Associates, 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.
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
12/03/2014 - Present
RMR Wealth Builders, Inc. (MONTCLAIR NJ)
NJ
08/31/2012 - 05/03/2023
CALTON & ASSOCIATES, INC. (Montclair NJ)
NJ
08/25/1986 - 09/04/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (TEANECK NJ)
NA
01/02/1983 - 09/09/1986
DAVID LERNER ASSOCIATES, INC.
BC
Issued 10/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
BC
Issued 02/18/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/15/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/29/1982
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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