Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Crosby is a registered representative of Equitable Advisors, LLC. James is a Series 7 and SIE licensed professional who has been in the financial services industry since April 10, 2022. James is also a registered investment advisor representative with Equitable Advisors, LLC. The firm's main office is located at 1345 Avenue of the Americas, New York, NY 10105. The branch office where James is located is at 93 Worcester Street, Suite 103, Wellesley, MA 02481. James is a financial advisor providing services to individuals, businesses, and corporations. James has a deep understanding of the financial markets and a commitment to helping 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.
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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MA
04/11/2022 - Present
Equitable Advisors, LLC (WELLESLEY MA)
BC
Issued 04/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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