Unclaimed
James Dargusch is a financial advisor at Park Avenue Securities LLC. James has been in the industry since August 27, 1992 and holds a variety of licenses and registrations including Series 7, 6, 63, and 66. James has a long history in the industry, previously working for Lincoln Financial Advisors Corporation and Cigna Financial Advisors. James specializes in financial planning, portfolio management, and retirement planning. 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NJ
07/26/2019 - Present
Park Avenue Securities LLC (MARLTON NJ)
NJ
06/01/1998 - 02/02/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (CHERRY HILL NJ)
IN
02/03/2003 - 04/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
08/05/1992 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BOTH
Issued 04/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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