Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Peter Duralia has been in the financial services industry since 1983, when he began his career at Portfolio Securities Transactions Corporation. James Peter Duralia has since worked for several other firms, including Thomson McKinnon Securities Inc., Prudential Securities Incorporated, A. G. Edwards & Sons, Inc., and Wells Fargo Advisors, LLC. In 2016, James Peter Duralia joined Benjamin F. Edwards & Company, Inc. where he continues to work today. James Peter Duralia is a registered Investment Advisor Representative (IAR) in Montana, Ohio and Texas. James Peter Duralia is also a registered General Securities Representative (Series 7) and holds the Securities Industry Essentials Examination (SIE). James Peter Duralia offers financial planning services to individuals, businesses, pension and profit-sharing plans, 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.
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.
1
2
MO
05/10/2022 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
OH
10/12/2006 - 10/31/2016
WELLS FARGO ADVISORS, LLC (CHAGRIN FALLS OH)
OH
03/25/1996 - 10/12/2006
A. G. EDWARDS & SONS, INC. (CHARDON OH)
NY
08/25/1989 - 03/28/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/01/1984 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
06/22/1983 - 02/25/1984
PORTFOLIO SECURITIES TRANSACTIONS CORPORATION
IA
Issued 07/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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