Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Curran is a financial advisor with over 30 years of experience in the industry. James currently works at Harbor Investment Advisory, LLC. James is registered with the Financial Industry Regulatory Authority (FINRA) and holds the following licenses: Series 3, Series 7, Series 63, and Series 65. James is also a Certified Financial Planner. James has been a financial advisor since 1985 and has worked for a number of firms, including Morgan Stanley and Citigroup Global Markets Inc. James specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations.
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.
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2
MD
03/20/2015 - Present
Harbor Investment Advisory, LLC (Lutherville MD)
MD
06/01/2009 - 03/31/2015
MORGAN STANLEY (LUTHERVILLE MD)
MD
07/05/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LUTHERVILLE MD)
NY
12/23/1985 - 07/07/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 02/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1991
Series 3 - National Commodity Futures Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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