ADVISOR BIO

James Joseph George is a registered representative with Hornor, Townsend & Kent, LLC. James has been in the financial services industry since 2001. James has a Series 7, Series 63 and Series 65 licenses. James is also a Certified Public Accountant (CPA) and provides tax services in addition to financial services. James has been associated with Hornor, Townsend & Kent since June of 2004. In addition to being a CPA, James has experience in insurance sales and services as an agent for multiple carriers including Penn Mutual Life Insurance Company. James has worked with a number of clients including high-net-worth individuals, corporations, and pension plans. James specializes in financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

James Xavier Vargo is a financial advisor at Wells Fargo Clearing Services, LLC. James has been working in the financial industry since 2001. James has held previous roles at RBC Capital Markets Corporation, Ferris, Baker Watts, LLC and Arthurs, Lestrade & Company Incorporated. James is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in 41 states. James's specializations include Fixed Income, Mutual Funds, Equity, Options, and Variable Annuities.

SPECIALIZATIONS

ADVISOR BIO

James Patrick Leslie is a registered investment advisor representative with RBC Capital Markets, LLC. James has over 40 years of experience in the financial industry and is registered in multiple states. James has a wide range of experience and specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

James David Snyder is a financial advisor with Mariner Wealth based in Pittsburgh, Pennsylvania. James has been in the industry since 2013. James holds the Series 7, 66 and SIE licenses. James is registered as an Investment Advisor Representative in the state of Pennsylvania. Prior to joining Mariner Wealth, James was a Financial Representative at Luttner Financial Group, and was also employed by Executive Wealth Counselors. James has experience working with individuals, families, businesses, trusts, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

James Vincent Lowden is a financial advisor with UBS Financial Services Inc. James has been in the securities industry since June 20, 1979 and has been registered with UBS Financial Services Inc. since March 1979. James is a Certified Financial Planner and holds the Series 63, SIE, Series 5, and Series 7 licenses. James is registered in 28 states, including Pennsylvania, Texas, California, Florida, and New York.

SPECIALIZATIONS

ADVISOR BIO

James Stewart has been in the financial services industry since 1980. James has worked as an investment advisor representative at Equitable Advisors, LLC since 1999, which is a firm that provides financial planning, portfolio management, and other services. James has a wide range of experience and licenses, which include holding Series 1, 7, 22TO, 26, 63, 65, and 6TO licenses. James currently works in Equitable Advisors' Pittsburgh, Pennsylvania branch office.

SPECIALIZATIONS

ADVISOR BIO

James Robert Wallisch is a financial advisor at LPL Financial LLC in Pittsburgh, PA. James has been in the financial services industry since August 1986. James has a wide range of experience and holds a number of licenses and certifications, including Series 7, 3, 24, 51, 63 and 65. James also provides financial planning and portfolio management services.

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ADVISOR BIO

James Stephen Lee is an investment advisor representative with JFS Wealth Advisors, LLC based in Pittsburgh, Pennsylvania. James has been in the industry since 1994 and holds Series 7, Series 24 and Series 63 licenses. JFS Wealth Advisors, LLC, is a financial firm that provides wealth management services to individuals, businesses, and institutions. James and JFS Wealth Advisors specialize in financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

James Jacob Bartoszewicz is an investment advisor representative with Global Retirement Partners LLC. James is a registered Investment Advisor in Pennsylvania. James has over 20 years of experience in the financial services industry. James has worked for several firms including Financial Telesis Inc., Invesmart Securities, LLC, Pruco Securities Corporation and LifeMark Securities Corp. James has passed several industry exams including the Series 6, Series 7, Series 24 and Series 63. James is also a principal of C&J Enterprises, LLC and is a Senior Vice President, Retirement Plan Consulting Advisor for HUB International.

SPECIALIZATIONS

ADVISOR BIO

James Wyman is a financial advisor with RBC Capital Markets, LLC, registered with the state of Pennsylvania. James has been in the financial services industry since June 19, 2019 and has a background in banking and sales. James holds the Series 7TO, Series 66 and SIE exams. James has experience in providing financial planning, portfolio management, and retirement planning services. James is committed to helping clients achieve their financial goals.

SPECIALIZATIONS