James Brandemarte (CRD# 4384895) is an Investment Advisor Representative working at Citizens Securities, Inc. in Beacon, NY and has over 22 years of experience in the finance industry.
CRD# 7025158
Oppenheimer & Company Inc.
CRD# 5727035
J.p. Morgan Securities LLC
CRD# 6053461
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Beacon, NY | Nov 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2001 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
- CT
- FL
- IA
- NJ
- NY
- PA
- SC
- VA
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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