Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Donald Boss is a financial advisor with Arbor Point Advisors. James has been in the financial industry for over 23 years and holds the Series 66, 7, and 24 licenses. James is a Certified Financial Planner and works with individuals, families, businesses, and charitable organizations to provide financial advice and investment management. James is a volunteer ice hockey coach for Bend Rapids Youth Hockey.
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.
1
2
OR
04/05/2023 - Present
Arbor Point Advisors (BEND OR)
OR
03/31/2023 - 06/14/2024
SECURITIES AMERICA, INC. (BEND OR)
OR
09/01/2004 - 04/03/2023
U.S. BANCORP INVESTMENTS, INC. (BEND OR)
AZ
03/17/2000 - 08/09/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 03/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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