Jim is licensed to sell investments in NY, NJ, VT, OH, NC, SC, and FL. He is also licensed to sell insurance in NY.
James Schwartz is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC. 354 Mountain View Drive, Ste 200, Colchester, VT 05446 (802) 864-6819. NPA Financial is independent of Equity Services, Inc.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.