Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Fratello is a financial advisor with Independent Financial Group, LLC in Norwell, MA. James has over 40 years of experience in the financial industry. James works with individuals, families, and businesses to develop customized financial plans. James is committed to providing clients with personalized service and sound financial advice. James has a strong track record of helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
10/17/2024 - Present
Independent Financial Group, LLC (NORWELL MA)
NA
10/31/1980 - 05/30/1989
COMMONWEALTH EQUITY SERVICES, INC.
NA
08/09/1978 - 12/18/1980
GLICOA ASSOCIATES, INC.
NA
02/08/1977 - 05/21/1978
PUTNAM FUND DISTRIBUTORS, INC.
NA
07/18/1975 - 01/15/1977
CG EQUITY SALES COMPANY
NA
12/16/1973 - 09/16/1976
JOHN HANCOCK DISTRIBUTORS, INC.
NA
12/16/1973 - 09/16/1976
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
IA
Issued 07/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure James Fratello is the right advisor for you? Invested Better is here to help.
