Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Bistrain is an investment advisor representative associated with Fidelity Personal And Workplace Advisors and has been working in the financial services industry since May 2002. James is registered with the state of California and Texas as an investment advisor representative. James has a series 66 license and a series 24 license. James has experience working with a variety of clients including high net worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. James is also a registered representative with FINRA.
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.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CA
08/01/2006 - 05/03/2012
TD AMERITRADE, INC. (ROSEVILLE CA)
CA
04/29/2003 - 07/06/2006
E*TRADE SECURITIES LLC (RANCHO CORDOVA CA)
NY
11/14/2001 - 11/29/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 12/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 11/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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