James M. Mcclelland
Professional summary
James Martin Mcclelland is a registered financial professional currently at THE LEADERS GROUP, INC. located in Summit, New Jersey.
James is registered as a RR (Registered Representative) and started their career in finance in 1998. James has worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, Series 7TO, SIE, Series 6, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view James Martin Mcclelland's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 21, 2025 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901May 2, 2019 - June 5, 2023
GLOBAL ATLANTIC DISTRIBUTORS, LLC
October 10, 2017 - August 31, 2018
INTEGRITY ALLIANCE, LLC.
June 18, 2015 - September 26, 2017
ATHENE SECURITIES, LLC
April 16, 2012 - June 15, 2015
JBS LIBERTY SECURITIES, INC.
September 15, 2009 - November 30, 2010
DIRECTED SERVICES LLC
March 25, 2004 - November 30, 2010
DIRECTED SERVICES LLC
February 20, 1998 - May 24, 2001
GLOBAL ATLANTIC DISTRIBUTORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/21/2025)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 7TO
Date: 8/1/2022
General Securities Representative ExaminationFINRA
Current Firm
THE LEADERS GROUP, INC.
CRD#: 37157 / SEC#: , 8-47639
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 4 |
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