Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Donahue is a financial advisor registered with Vanguard Advisers, Inc., who has been in the industry since July 2018. James holds the Series 66 and Series 7 licenses, and is registered to provide investment advice in Pennsylvania, North Carolina, and Texas. James is an active member of the Vanguard Group, Inc., and is committed to providing financial planning, investment management, and portfolio management services to individual and institutional clients.
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.
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.
1
2
NC
08/29/2018 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
BOTH
Issued 07/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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