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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Cameron Reynolds is an investment advisor representative with Raymond James & Associates, Inc. based in Worcester, MA. James has been in the industry since December 2000. James has a wide range of experience working with clients including high net worth individuals, individuals other than high net worth, corporations and other businesses, banking and thrift institutions, pension and profit sharing plans, charitable organizations, and insurance companies. James has experience providing financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisors, and educational seminars.
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.
Please see note in schedule d - miscellaneous
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
04/27/2023 - Present
Raymond James & Associates, Inc. (WORCESTER MA)
MA
10/23/2009 - 04/20/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WORCESTER MA)
MA
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WORCESTER MA)
NY
07/30/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NJ
12/05/2000 - 08/13/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 08/25/2004
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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