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Jim Mcwilliams, CFP

Fordham University

Certified Financial Planner in Bronx, NY

https://www.fordham.edu/

Address:

Bronx, NY 10458
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About Jim Mcwilliams

Jim Mcwilliams is a financial professional at Fordham University located in Bronx, New York. Jim Mcwilliams holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Jim Mcwilliams provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Jim Mcwilliams

Bronx, NY 10458

Phone Number: Click to Show
Website: https://www.fordham.edu/

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