Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Corrigan is a financial advisor with over 5 years of experience in the financial services industry. James is currently registered with Fidelity Personal And Workplace Advisors and has been with the firm since May 2022. Prior to joining Fidelity, James was with Key Investment Services for 4 years, where he provided financial advice to clients in Ohio. James holds the Series 7 and Series 66 licenses, allowing James to provide a variety of financial services to individuals and businesses. James is committed to providing clients with personalized financial advice and guidance.
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.
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.
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.
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2
OH
08/18/2022 - Present
Fidelity Personal AND Workplace Advisors (CLEVELAND OH)
OH
04/05/2017 - 12/07/2021
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
KY
02/19/2016 - 03/10/2017
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 06/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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