Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McClure is a financial advisor associated with Key Investment Services LLC. James has been in the financial services industry since 2010 and holds both Series 6 and 7 licenses as well as Series 63 and 65. James is a licensed investment advisor representative and is registered to conduct business in Ohio.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
02/26/2024 - Present
KEY Investment Services LLC (BROOKLYN OH)
PA
08/16/2010 - 12/06/2018
PNC INVESTMENTS (DOYLESTOWN PA)
IA
Issued 10/29/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/27/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/13/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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