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James C Bolante

Foreside Fund Services, LLC

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About James C Bolante

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.

Firm Information

James Bolante is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

Total Financial Advisors

Services Offered

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.

Fee Structure

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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James Bolante’s Registration & Firm History

WI

04/27/2016 - Present

Foreside Fund Services, LLC (Milwaukee WI)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James C Bolante.
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