Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Vincent Mari is a financial professional with over 15 years of experience in the industry. James has held various roles at prominent financial institutions such as Voya Financial Advisors, Inc., Invest Financial Corporation, and New England Securities. James is currently a registered representative and investment advisor representative at Cetera Investment Advisers LLC, where James provides financial planning and asset management services.
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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2
PA
02/05/2025 - Present
Cetera Investment Advisers LLC (SANATOGA PA)
NJ
01/15/2016 - 01/18/2017
INVEST FINANCIAL CORPORATION (TURNERSVILLE NJ)
PA
05/02/2013 - 01/04/2016
VOYA FINANCIAL ADVISORS, INC. (WAYNE PA)
PA
06/02/2008 - 05/14/2012
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
NJ
01/18/1995 - 10/27/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 03/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/30/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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