Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames David Beaudoin is a financial advisor at Great Point Advisors, LLC with over 20 years of experience in the industry. James has experience in various areas of financial planning and has held previous roles at well-known firms such as Berthel, Fisher & Company Financial Services, Inc., Brewer Financial Services, LLC, LPL Financial Corporation, Robert W. Baird & Co. Incorporated, UBS Global Asset Management (US) Inc., and Strong Investments, Inc. James has expertise in working with individual clients, businesses, and high-net-worth individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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
IL
01/16/2024 - Present
Great Point Advisors, LLC (CHICAGO IL)
WI
11/12/2010 - 05/12/2022
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (ELM GROVE WI)
IL
06/16/2008 - 11/05/2010
BREWER FINANCIAL SERVICES, LLC (CHICAGO IL)
WI
10/24/2006 - 06/27/2008
LPL FINANCIAL CORPORATION (ELM GROVE WI)
WI
08/20/2004 - 10/27/2006
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
10/10/2001 - 06/05/2002
UBS GLOBAL ASSET MANAGEMENT (US) INC. (NEW YORK NY)
WI
03/12/1998 - 11/21/2000
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BOTH
Issued 08/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
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