Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Feldesman has been in the financial services industry since September 1991. James is a Registered Representative of Equity Services, Inc. and has been with the firm since April 2019. James Feldesman is also a Registered Investment Advisor Representative of Equity Services, Inc., which he joined in June 2021. Previously, James was a registered representative with CETERA FINANCIAL SPECIALISTS LLC and National Planning Corporation. James offers a wide range of financial products and services, including investment advisory services, financial planning, and insurance products. He is committed to helping his clients achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/22/2021 - Present
Equity Services, Inc. (NEW YORK NY)
NY
10/31/2017 - 03/29/2019
CETERA FINANCIAL SPECIALISTS LLC (NEW YORK NY)
NY
03/23/2011 - 11/06/2017
NATIONAL PLANNING CORPORATION (NEW YORK NY)
NY
04/21/2010 - 03/31/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (NEW YORK NY)
NY
04/16/2009 - 04/22/2010
AMERITAS INVESTMENT CORP. (NEW YORK NY)
NY
09/18/1991 - 04/16/2009
MML INVESTORS SERVICES, INC. (NEW YORK NY)
BC
Issued 04/02/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Feldesman is the right advisor for you? Invested Better is here to help.
