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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 Christopher Desisto is a financial advisor with Cetera Investment Advisers LLC, based in Millis, Massachusetts. James has been working in the financial industry for over 20 years, and holds a Series 7, SIE, and Series 66 license. James offers portfolio management for businesses and individuals, financial planning and pension consulting services. James also has experience in manufacturing consulting and manages rental properties. Previously, James was a financial advisor with VOYA FINANCIAL ADVISORS, INC. in Marlborough, MA.
MILLIS, MA
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.
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
MA
06/29/2023 - Present
Cetera Investment Advisers LLC (MILLIS MA)
MA
03/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (MARLBOROUGH MA)
MA
11/24/2003 - 03/04/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/24/2003 - 03/04/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 12/9/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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