Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Paul Monaghan is an investment advisor representative with Americafirst Wealth Management, Inc. James has been in the financial services industry since 1988 and holds Series 6, 7, 63 and 65 licenses. James specializes in portfolio management for investment companies. James was previously employed with AIG Sunamerica Capital Services, Inc. and Chase Securities, Inc. James is registered with the states of Connecticut, New York and Texas.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
CT
01/19/2024 - Present
Americafirst Wealth Management, Inc. (Darien CT)
NJ
05/06/1994 - 04/26/2007
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
MD
06/17/1993 - 03/15/1994
CHASE SECURITIES, INC. (NEW YORK MD)
NY
09/20/1988 - 05/21/1993
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 01/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1990
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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