Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Vincenzo Lombardo is a financial advisor with over 28 years of experience in the industry. James is currently registered as an Investment Advisor Representative with Atcap Partners, LLC. Atcap Partners, LLC is a financial firm that provides a range of investment advisory services, including financial planning, market timing services, and portfolio management for individuals and businesses. James's focus is on providing tailored investment strategies to meet the unique needs of each client. Prior to joining Atcap Partners, LLC, James held positions at National Securities Corporation, AEGIS Capital Corp., Gunnallen Financial, Inc., and Joseph Gunnar & Co. LLC.
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.
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.
Wrap fee based on percentage of assets under management
1
2
NY
07/28/2022 - Present
Atcap Partners, LLC (New York NY)
NY
02/27/2018 - 07/21/2022
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
03/23/2010 - 03/06/2018
AEGIS CAPITAL CORP. (NEW YORK NY)
NY
06/05/2007 - 03/29/2010
GUNNALLEN FINANCIAL, INC (NEW YORK NY)
NY
08/28/1998 - 06/26/2007
JOSEPH GUNNAR & CO. LLC (NEW YORK NY)
NY
03/01/1994 - 09/30/1998
FIRST ASSET MANAGEMENT, INC. (GARDEN CITY NY)
IA
Issued 11/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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