Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Boyle is a financial advisor with over 8 years of experience in the industry. James is currently registered with Fidelity Personal And Workplace Advisors in Bridgewater, NJ. James is also registered as an Investment Advisor Representative in Texas. Previously, James worked at Cetera Investment Services LLC, LPL Financial LLC, MML Investors Services, LLC, and Signator Investors, Inc. James has passed the Series 6, Series 7, Series 63, Series 65, and SIE exams. James specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
03/04/2024 - Present
Fidelity Personal AND Workplace Advisors (BRIDGEWATER NJ)
NJ
07/20/2020 - 10/22/2021
CETERA INVESTMENT SERVICES LLC (FORT LEE NJ)
NJ
05/17/2019 - 08/20/2020
LPL FINANCIAL LLC (CRANFORD NJ)
NJ
06/13/2016 - 05/21/2019
MML INVESTORS SERVICES, LLC (CRANFORD NJ)
PA
11/19/2015 - 06/10/2016
SIGNATOR INVESTORS, INC. (NEWTOWN PA)
IA
Issued 06/12/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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