Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Quinlan is a financial advisor with Private Advisor Group, LLC. He has been in the financial industry for over 30 years and holds a variety of licenses and designations, including Certified Financial Planner, Chartered Financial Consultant, and Personal Financial Specialist. James offers a range of services, including financial planning, portfolio management, and educational seminars. James has experience working with individuals, businesses, and non-profit 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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
09/12/2022 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
PA
05/16/2017 - 10/02/2020
VALMARK SECURITIES, INC. (Radnor PA)
PA
08/22/2016 - 05/15/2017
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (PLYMOUTH MEETING PA)
PA
06/17/2011 - 09/21/2016
SII INVESTMENTS, INC. (WAYNE PA)
PA
07/12/2007 - 06/17/2011
INVEST FINANCIAL CORPORATION (PHILADELPHIA PA)
PA
01/01/2004 - 07/26/2007
MULTI-FINANCIAL SECURITIES CORPORATION (DEVON PA)
GA
01/06/1998 - 01/01/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
AZ
08/28/1996 - 01/07/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
PA
08/14/1992 - 09/06/1996
FIN-PLAN INVESTMENTS, INC. (SOUDERTON PA)
IA
Issued 08/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/12/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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