James Unger

James Unger Email and Phone Number

Financial Advisor at Creative Financial Group | Portfolio Manager at SugarFoot Advisors @ SugarFoot Advisors, LLC
Philadelphia, PA, US
James Unger's Location
Greater Philadelphia, United States, United States
About James Unger

www.1creative.com/licensing

James Unger's Current Company Details
SugarFoot Advisors, LLC

Sugarfoot Advisors, Llc

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Financial Advisor at Creative Financial Group | Portfolio Manager at SugarFoot Advisors
Philadelphia, PA, US
James Unger Work Experience Details
  • Sugarfoot Advisors, Llc
    Sugarfoot Advisors, Llc
    Philadelphia, Pa, Us
  • Sugarfoot Advisors, Llc
    Portfolio Manager
    Sugarfoot Advisors, Llc Jan 2023 - Present
  • Creative Financial Group
    Financial Advisor
    Creative Financial Group Jan 2019 - Present
    Wall, New Jersey, Us
    View
  • Newsquare Capital, Llc
    Intern
    Newsquare Capital, Llc May 2017 - Aug 2017
    Newtown Square, Pennsylvania, Us
    View
  • The Haverford Trust Company
    Fixed Income Intern
    The Haverford Trust Company May 2016 - Aug 2016
    Radnor, Pa, Us
    ● Intern- Fixed Income Department● Conducted daily research on various high-quality treasury, corporate and municipal bonds along with other other credit instruments.● Assisted in creating diversified high rated fixed income portfolios for numerous clients
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  • Benepath, Inc
    Intern
    Benepath, Inc May 2015 - Aug 2015
    Newtown Square, Pa, Us
    ● Intern- Programming and Development● Utilized Google AdWords API regularly and learned the basics of the C++ language for creating landing pages, banner ads, and search network ads for online advertising/lead generation industry
    View
  • Creative Financial Group
    Intern
    Creative Financial Group Jun 2014 - Jul 2014
    Wall, New Jersey, Us
    ● Observed and assisted certified financial planners as they created portfolios of assorted ETFs for clients.● Organized various office archives and observing the day to day operations of a competitive asset management company.
    View

James Unger Education Details

  • Penn State University
    Penn State University
    Economics
  • The Shipley School
    The Shipley School

Frequently Asked Questions about James Unger

What company does James Unger work for?

James Unger works for Sugarfoot Advisors, Llc

What is James Unger's role at the current company?

James Unger's current role is Financial Advisor at Creative Financial Group | Portfolio Manager at SugarFoot Advisors.

What schools did James Unger attend?

James Unger attended Penn State University, The Shipley School.

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