Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Boynton is a financial advisor registered with Ameriprise Financial Services, LLC and has been in the financial services industry since January 24, 1981. James has experience with Ameriprise Financial Services, LLC as well as several other firms, including RBC Capital Markets, LLC, Morgan Stanley DW Inc., and Paine Webber Incorporated. James has obtained his Series 63, 66, 7, 24 and SIE licenses and is registered to provide investment advice in New Mexico, New York, and Texas.
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.
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.
Asset allocation services
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
TX
04/01/2019 - Present
Ameriprise Financial Services, LLC (San Antonio TX)
TX
07/15/2005 - 04/09/2019
RBC CAPITAL MARKETS, LLC (SAN ANTONIO TX)
NY
08/07/2000 - 07/19/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/02/1998 - 08/07/2000
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
10/20/1994 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
MO
01/15/1991 - 09/30/1994
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NJ
01/01/1991 - 01/04/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
09/08/1986 - 01/01/1991
ROTAN MOSLE INC.
NA
09/02/1986 - 09/12/1986
PAINEWEBBER INCORPORATED
NA
01/05/1984 - 09/09/1986
UNDERWOOD, NEUHAUS & CO., INCORPORATED
NA
12/22/1980 - 12/30/1983
ROTAN MOSLE INC.
BOTH
Issued 03/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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