Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Robert Dwyer is a financial advisor with over 10 years of experience in the industry. James is currently registered with TPG Capital BD, LLC and has offices in Fort Worth, TX and Chicago, IL. James has a strong background in securities, having passed the Series 7, Series 66, and SIE exams. James has a proven track record of success in the financial services industry, having worked with a variety of clients. James is committed to providing his clients with personalized financial advice and guidance.
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.
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.
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TX
11/03/2023 - Present
TPG Capital BD, LLC (FORT WORTH TX)
KS
07/24/2018 - 08/02/2022
FORESIDE FUND SERVICES, LLC (Mission Woods KS)
KS
02/16/2012 - 08/31/2016
MONTAGE SECURITIES, LLC (OVERLAND PARK KS)
BOTH
Issued 06/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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