Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Donnelly is a registered investment advisor with Prudential Investment Management Services LLC. James has been in the financial industry since August 21, 2009. James has been registered with the firm since May 10, 2018. Prior to joining Prudential Investment Management Services LLC, James worked at MBSC SECURITIES CORPORATION, LORD ABBETT DISTRIBUTOR LLC, and WACHOVIA SECURITIES, 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.
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.
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NJ
05/10/2018 - Present
Prudential Investment Management Services LLC (NEWARK NJ)
NY
08/12/2014 - 03/19/2018
MBSC SECURITIES CORPORATION (New York NY)
NJ
03/08/2011 - 07/17/2014
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
NJ
08/18/2004 - 05/18/2006
WACHOVIA SECURITIES, LLC (LAWRENCEVILLE NJ)
BOTH
Issued 08/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/09/2004
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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