Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McGeehin is a financial advisor with Gladstone Wealth Partners. James McGeehin has been in the financial services industry since December 1997. James McGeehin is registered with the state of New Jersey.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services
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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NJ
07/18/2017 - Present
Gladstone Wealth Partners (HACKETTSTOWN NJ)
NJ
09/15/2004 - 07/12/2017
PNC INVESTMENTS (BLAIRSTOWN NJ)
NE
06/12/2001 - 09/13/2004
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
MO
10/01/2000 - 06/22/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
02/14/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
04/14/1998 - 11/23/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
09/03/1997 - 03/20/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 07/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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