James Record

Specialized in numismatic investments, specifically rare coins. After considerable research, developed and executed a marketing plan aimed at high net worth individuals.

• Developed strong relationships with clients, resulting in increased trust and long-term business growth.
• Provided clients with my knowledge of real estate, Wall Street and the ups and downs that come with the two. Introduction to low population numismatics that would diversify and acid allocate their funds.

• Inspected new and existing properties throughout Long Island including Brooklyn and Queens
• Photographed the interior and exterior of buildings to properly document features and conditions.
• Researched and gathered information on area properties to compare and make value determinations on potentially comparable properties.
• Produced appraisal reports quantifying and qualifying the data which ultimately supported the final opinion of value.

• Developed investment career from 1995 as a trainee, Licensed in 1997, recruited often by various firms throughout my career with inducements as high as six figure sign-on bonus
• Financial Expertise: Completed Series 7 and Series 63 certifications, showcasing a deep understanding of securities regulations and investment banking. Applied this knowledge to provide clients with insightful financial advice, resulting in the successful execution of strategic investment plans.
• Client-Centric Approach: Cultivated and maintained strong client relationships as a Financial Advisor, earning a reputation for personalized service. Developed and implemented tailored financial plans that met clients' individual needs, resulting in increased client satisfaction and loyalty.