Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Abbe is a financial advisor with Dover Advisors, LLC. James has been a financial advisor for over 30 years and has a strong track record of providing personalized financial advice to individuals and families. James is a Certified Financial Planner and holds the Series 7 and Series 63 licenses. James specializes in financial planning, portfolio management, and retirement planning. James has experience working with clients of all ages and income levels. James is committed to helping clients achieve their financial goals.
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.
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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VA
08/19/2022 - Present
Dover Advisors, LLC (RICHMOND VA)
NY
05/24/1993 - 05/07/1999
QUICK & REILLY, INC. (NEW YORK NY)
MI
01/22/1992 - 05/20/1993
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
11/11/1988 - 01/21/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
11/02/1987 - 11/10/1988
FINANCIAL CORPORATION OF VIRGINIA
BC
Issued 10/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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