MBA Pace University
Registrations and Licenses:
FINRA Series 7 & 63 registrations
Life, Health, LTC, and Variable Insurance Licenses(Multiple States)
James Sena is a seasoned financial professional with over 30 years of experience in the uses of money and how to analyze financial information. James is member of the financial advisory team at Allied Wealth Partners, Inc.
James, an MBA recipient from Pace University, started his journey into the world of money over three decades ago by joining the operations department at the investment banking firm Salomon Brothers. Within two short years he was promoted to an analyst position on the sales and trading team. While in this division he was voted onto the Institutional Investors All Star Team. Over the years he was recruited to Smith Barney, J.P. Morgan Chase and eventually Citigroup where he was on the corporate and pension fund asset management team.
In 2008, after 25 years of helping large institutions and Wall Street firms make money, James decided to change his focus to start helping the individuals, families and small business owners who need help by providing his experience, knowledge and wisdom to them as a personal financial advisor. This is a choice he only wishes he had made sooner.
James is a dedicated family man to his wife and children. Together they enjoy travel, sports, the outdoors and basic together time. He gives himself to his community as well volunteering coach of youth sports, both while his children participated and after, as a member of the board of education and an active member of his church. In addition, he is an amateur photographer.
James believes that by truly listening to his clients and taking the time to know them, he can provide excellent guidance and recommendations.
James Sena is a Financial Advisor with Allied Wealth Partners and a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. He has earned his FINRA Series 7 & 63 registrations and holds his Life, Health, LTC, and Variable Insurance licenses in multiple states