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 Flynn is an investment advisor representative with Kovack Advisors, Inc. James has been in the industry since March 1, 1985 and has registrations in Florida, Indiana, Kentucky, Maryland, and Ohio. James also holds the Series 6 and SIE securities licenses. Kovack Advisors, Inc. is an investment advisory firm that provides financial planning and portfolio management services to individuals, corporations, and high net worth individuals. The firm's assets under management are approximately $4.3 billion.
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.
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
FL
01/02/2015 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
OH
03/03/2005 - 10/03/2014
RESOURCE HORIZONS GROUP LLC (CINCINNATI OH)
MA
04/15/2003 - 01/06/2005
MUTUAL SERVICE CORPORATION (BOSTON MA)
FL
10/19/2001 - 05/07/2003
HIGH MARK SECURITIES, INC. (LAKELAND FL)
OH
04/04/2000 - 10/22/2001
TOWER EQUITIES, INC. (DAYTON OH)
AZ
10/20/1999 - 04/04/2000
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
OH
06/01/1999 - 10/22/1999
DONAHUE SECURITIES, INC. (CINCINNATI OH)
NJ
08/01/1983 - 12/23/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 08/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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