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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Patrick Donnelly is a financial advisor with The Institute. James has been in the industry since 2014. James has passed the Series 7, Series 66 and SIE exams. James is registered as a financial advisor in Arizona, California, South Dakota, Texas, and Washington. James is also registered as a Investment Advisor Representative in Texas and Washington. James is affiliated with the following firms: Purshe Kaplan Sterling Investments, International Assets Advisory, LLC, Dinosaur Financial Group, L.L.C, Institute for Wealth Advisors DBA Madison Park Advisors, DMK Advisor Group, INC., Sowell Financial Services, LLC, Stephen A. Kohn & Associates, Ltd., and Concert Wealth Management, INC. James' current firm, The Institute, provides financial planning services, educational seminars, and selection of other advisors. They also manage portfolios for individuals, businesses, and pooled investment vehicles.
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
WA
05/10/2019 - Present
THE Institute (Seattle WA)
WA
08/08/2017 - 11/07/2017
PURSHE KAPLAN STERLING INVESTMENTS (Seattle WA)
FL
09/23/2016 - 01/03/2017
INTERNATIONAL ASSETS ADVISORY, LLC (ORLANDO FL)
WA
08/26/2014 - 08/18/2016
DINOSAUR FINANCIAL GROUP, L.L.C (SEATTLE WA)
BOTH
Issued 09/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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