Position:
Financial Solutions Advisor at Merrill Lynch
Location:
New York City Metropolitan Area, United States
Found email addresses for James:
Found phones for James:
Jan 2023 - Current
Jan 2020 - Jan 2023
Jan 2015 - Jan 2020
Their professional focus is Client Follow-Up, Communication, and Financial Education across 3 core areas.
James holds Chartered Retirement Planning Counselor, Series 66, and Series 7 certifications.
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.