Unclaimed
James Paul Danko is a financial advisor at Fragasso Financial Advisors. James has been in the industry since 1998 and has held multiple roles with various firms including LPL FINANCIAL LLC, DREYFUS INVESTMENT SERVICES CORPORATION, and MEYERS POLLOCK ROBBINS, INC. James offers a range of financial services including financial planning, portfolio management, and pension consulting. James is registered with FINRA and holds the Series 7, Series 24, Series 63, and Series 65 licenses. James specializes in working with high-net-worth individuals, corporations, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
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.
1
2
PA
12/13/2006 - Present
Fragasso Financial Advisors (McMurray PA)
PA
12/08/2000 - 08/03/2018
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
02/20/1998 - 07/21/2000
DREYFUS INVESTMENT SERVICES CORPORATION (PITTSBURGH PA)
NY
07/25/1997 - 10/31/1997
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
IA
Issued 12/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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