Unclaimed
James Boldischar is a financial professional with over 20 years of experience in the industry. James currently works for The Leaders Group, Inc. and has held previous roles at Investcorp, Inc., NFP Advisor Services, LLC, ING America Equities, Inc., and Pruco 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.
1
2
CO
01/25/2021 - Present
THE Leaders Group, Inc. (LITTLETON CO)
IL
01/06/2016 - 08/14/2017
INVESTACORP, INC. (BUFFALO GROVE IL)
IL
05/15/2014 - 12/31/2015
NFP ADVISOR SERVICES, LLC (BARRINGTON IL)
PA
05/02/2005 - 05/13/2014
ING AMERICA EQUITIES, INC. (WEST CHESTER PA)
NJ
04/17/2002 - 03/28/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
NJ
12/18/1998 - 01/03/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 02/06/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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