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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Allen Bossieux is a financial advisor with Charter Oak Capital Management, a registered investment advisor firm with a branch office in Portsmouth, NH. James has been in the financial services industry since 2000, and specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. James holds Series 63, 65, and 66 licenses, as well as the Series 4 and 24 principal exams. James also holds the Certified Financial Planner (CFP®) designation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NH
10/19/2022 - Present
Charter OAK Capital Management (PORTSMOUTH NH)
PA
10/22/2010 - 10/20/2022
VANGUARD MARKETING CORPORATION (MALVERN PA)
MA
04/09/2007 - 12/31/2009
EVERGREEN INVESTMENT SERVICES, INC. (BOSTON MA)
MA
07/28/2004 - 03/23/2007
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
NJ
09/21/2000 - 07/30/2004
HARRISDIRECT LLC (JERSEY CITY NJ)
IA
Issued 11/04/2009
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2003
Series 4 - Registered Options Principal Examination
BC
Issued 09/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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