Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Raymond Healy is an investment advisor representative with Equitable Advisors, LLC. James has been in the financial services industry since 1986. James Raymond Healy is registered with 15 states in the U.S. including Arizona, California, Colorado, Florida, Iowa, Michigan, Minnesota, Montana, Nebraska, North Dakota, Oregon, South Dakota, Texas, Virginia and Wisconsin. James has passed the Series 6, Series 7, Series 24 and Series 63 exams. James Raymond Healy has been employed with Equitable Advisors, LLC since 1999. James Raymond Healy is also a sales associate for Realty Benefit Services. James Raymond Healy is a member of Clarity Solutions Group LLC.
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.
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MN
09/07/2010 - Present
Equitable Advisors, LLC (VICTORIA MN)
NY
12/03/1986 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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