Abram James

Investment Advisor Representative at Park Avenue Securities / Guardian Life Insurance Company
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Orange County, California, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Portfolio and Risk Management
    Geneva Finance Research Institute - University of Geneva
    Oct, 2019
    - Nov, 2024
  • Securing Investment Returns in the Long Run
    Geneva Finance Research Institute - University of Geneva
    Oct, 2019
    - Nov, 2024
  • Meeting Investors Goals
    Geneva Finance Research Institute - University of Geneva
    Sep, 2019
    - Nov, 2024
  • Understanding Financial Markets
    Geneva Finance Research Institute - University of Geneva
    Sep, 2019
    - Nov, 2024
  • SIE
    FINRA (Financial Industry Regulatory Authority)
    Mar, 2019
    - Nov, 2024
  • Game Theory Advanced Applications
    Stanford University
    Aug, 2018
    - Nov, 2024
  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
    California Department of Insurance
  • Series 66
    NASAA
  • Series 7
    FINRA

Experience

  • Park Avenue Securities / Guardian Life Insurance Company
    • Financial Services
    • 1 - 100 Employee
    • Investment Advisor Representative
      • Feb 2020 - Present

  • Pacific Advisors
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Financial Advisor
      • Oct 2019 - Present

      Abram James, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 333 N. Indian Hill Blvd, Claremont, CA 91711 Ph 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Pacific Advisors is not an affiliate or subsidiary of PAS. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. California Insurance #0M96751. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or otherwise act in a fiduciary capacity. Show less

  • Thrivent
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Jul 2019 - Sep 2019

  • CAMBRIA INVESTMENTS & FINANCE PRIVATE LIMITED
    • India
    • Financial Services
    • Partnered with Financial Advisor
      • May 2016 - Mar 2019

  • Guaranty Chevrolet
    • Sales Representative
      • Aug 2015 - Jan 2016

Education

  • Fullerton College
    Finance and Financial Management Services
  • Stanford University
    Social Psychology

Community

You need to have a working account to view this content. Click here to join now