Unclaimed
James Sanchez is a financial professional with over 2 years of experience in the financial services industry. James is currently registered with Fidelity Brokerage Services LLC and has previously been employed by DAIWA CAPITAL MARKETS AMERICA INC. James holds the Series 7 and SIE licenses. James is a dedicated and experienced professional who is committed to providing clients with the highest level of service and expertise.
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.
1
2
NJ
08/21/2018 - Present
Fidelity Brokerage Services LLC (JERSEY CITY NJ)
NY
02/19/2018 - 07/17/2018
DAIWA CAPITAL MARKETS AMERICA INC. (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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