Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Donnelly is a Financial Advisor with Foreside Fund Services, LLC. James has over 10 years of experience in the financial services industry. James is registered in 52 states, the District of Columbia, Puerto Rico, and the Virgin Islands. James holds the Series 7, Series 24, Series 63, and SIE licenses. Prior to joining Foreside Fund Services, LLC, James was employed by ETF Distributors LLC, Lincoln Financial Securities Corporation, and OppenheimerFunds Distributor, 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.
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.
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NY
04/30/2015 - Present
Foreside Fund Services, LLC (New York NY)
NY
06/24/2014 - 03/13/2015
ETF DISTRIBUTORS LLC (NEW YORK NY)
IN
08/29/2013 - 05/09/2014
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
NY
03/04/2008 - 08/30/2011
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BC
Issued 03/31/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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