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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Reilly is a financial advisor with over 47 years of experience in the financial industry. James is currently registered with LPL Financial LLC and holds Series 63, 26, 6TO, 22TO, SIE, and 1 licenses. James has previously worked with OSAIC WEALTH, INC., INVESTMENT ADVISORS & CONSULTANTS, INC., and FIRST INVESTORS CORPORATION. James is registered with the states of Delaware, Florida, New Jersey, and Virginia. James is a licensed investment advisor representative who is knowledgeable about various investment products and services. James specializes in a variety of financial planning strategies, including investment advisory services for individuals and businesses.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
07/01/2024 - Present
LPL Financial LLC (NOKOMIS FL)
FL
11/29/2006 - 07/05/2024
OSAIC WEALTH, INC. (VENICE FL)
NJ
11/15/2002 - 12/04/2006
INVESTMENT ADVISORS & CONSULTANTS, INC. (POINT PLEASANT NJ)
NJ
01/13/1976 - 11/14/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 03/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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