Unclaimed
James Bolante is a financial advisor who has been active in the industry since April 26, 2016. James has been registered with Foreside Fund Services, LLC since April 27, 2016. James has a Series 63, Series 7 and SIE license.
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.
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.
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2
WI
04/27/2016 - Present
Foreside Fund Services, LLC (Milwaukee WI)
BC
Issued 08/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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