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 Cooney is a financial advisor with over a decade of experience in the industry. James is currently registered with HoyleCohen, LLC and The Colony Group, LLC. Previously, James was associated with Charles Schwab & Co., Inc. James holds the Series 7 and Series 63 licenses, as well as the Series 65 license. James is a dedicated financial advisor who specializes in assisting high-net-worth individuals, corporations, charitable organizations, and pension plans.
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.
Credit and cash management solutions
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.
Revenue sharing on eligible credit and cash management solutions
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CA
12/24/2020 - Present
Hoylecohen, LLC (SAN DIEGO CA)
AZ
05/14/2013 - 06/05/2015
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
IA
Issued 05/03/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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