Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McGurren is a financial advisor with Simon Quick Advisors, LLC. James is a Certified Financial Planner with over 10 years of experience in the financial services industry. James specializes in providing financial planning and portfolio management services to individuals, families, and businesses. James is registered with the Securities and Exchange Commission (SEC) and holds a Series 65 license. James is committed 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.
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.
Third party managed asset program
1
2
NY
10/03/2019 - Present
Simon Quick Advisors, LLC (New York NY)
IA
Issued 09/29/2003
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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