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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 Edward Durand is an investment advisor representative with Commonwealth Financial Network, a firm with a significant presence in the financial industry. Based in NORTH ADAMS, MA, James has been active in the financial services industry since 2000. James possesses a diverse range of credentials and certifications, including the Series 4, 7, 24, and 63 licenses. He has also earned the Chartered Financial Analyst designation, demonstrating his commitment to professional development. The advisor's primary focus is providing investment advice and financial planning services to individuals, high-net-worth clients, corporations, and charitable organizations. James has extensive experience working with Commonwealth Financial Network, having joined the firm in February 2010. Prior to that, James was affiliated with TRUE NORTH FINANCIAL SERVICES, INC. In addition to his investment-related activities, James also holds an insurance license, offering a comprehensive approach to financial planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
02/08/2010 - Present
Commonwealth Financial Network (NORTH ADAMS MA)
MA
06/06/2000 - 06/30/2010
TRUE NORTH FINANCIAL SERVICES, INC. (NORTH ADAMS MA)
BC
Issued 06/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2007
Series 24 - General Securities Principal Examination
BC
Issued 09/01/2006
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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