Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edward Boileau is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Duluth, MN. James has been in the financial services industry since 1994. James holds licenses in several states, including Minnesota, Florida, Colorado, Michigan, Wisconsin, and more. In addition to working with Raymond James Financial Services Advisors, Inc., James also owns Lake Superior Financial Services, Inc. and is a board member of the Cathedral of Our Lady of The Rosary Endowment Fund.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MN
12/23/2013 - Present
Raymond James Financial Services Advisors, Inc. (DULUTH MN)
MN
09/12/1994 - 05/27/2009
CITIGROUP GLOBAL MARKETS INC. (DULUTH MN)
IA
Issued 09/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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