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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 Dayton Anderson is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. James Dayton Anderson is active in the securities and investment advisory industries since February 2011. James Dayton Anderson is licensed in 53 states. James Dayton Anderson has experience at ALPS Distributors, Inc., Quasar Distributors, LLC, Preferred Capital Securities, LLC, Concorde Investment Services, LLC, and Inland Securities Corporation.
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.
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.
1
2
NH
03/01/2021 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
GA
01/02/2020 - 10/06/2020
ALPS DISTRIBUTORS, INC. (Alpharetta GA)
ME
04/16/2019 - 12/31/2019
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
GA
03/23/2017 - 09/07/2018
PREFERRED CAPITAL SECURITIES, LLC (ATLANTA GA)
GA
11/09/2016 - 03/06/2017
CONCORDE INVESTMENT SERVICES, LLC (Ball Ground GA)
IL
03/26/2010 - 11/08/2016
INLAND SECURITIES CORPORATION (OAK BROOK IL)
BOTH
Issued 02/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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