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 Freehill is a financial advisor with over 30 years of experience in the industry. James has worked with a number of firms including KeyBanc Capital Markets, Mizuho Securities, Raymond James & Associates, and Credit Suisse. Currently, James is a registered representative with Robert W. Baird & Co. Inc. James provides financial advice for individuals, businesses, and investment companies. James specializes in a variety of investment strategies, including stock, bond, and mutual fund investments.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
MA
09/14/2015 - Present
Robert W. Baird & Co. Inc. (BOSTON MA)
MA
07/16/2013 - 06/17/2014
KEYBANC CAPITAL MARKETS INC. (BOSTON MA)
MA
11/04/2010 - 12/21/2011
MIZUHO SECURITIES USA INC. (BOSTON MA)
MA
11/12/2008 - 11/09/2010
RAYMOND JAMES & ASSOCIATES, INC. (WALTHAM MA)
MA
05/06/1999 - 11/13/2007
CREDIT SUISSE SECURITIES (USA) LLC (BOSTON MA)
NY
07/31/1996 - 04/29/1999
CHASE SECURITIES INC. (NEW YORK NY)
NY
02/28/1996 - 08/22/1996
FIRST ALBANY CORPORATION (NEW YORK NY)
NY
05/21/1991 - 11/21/1995
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/21/1991 - 10/23/1995
LEHMAN GOVERNMENT SECURITIES INC.
NA
05/21/1991 - 07/18/1994
LEHMAN SPECIAL SECURITIES INC.
NJ
06/07/1989 - 04/16/1991
GARBAN SECURITIES, INC. (JERSEY CITY NJ)
NJ
06/07/1989 - 04/16/1991
GARVIN GUYBUTLER CORPORATION (JERSEY CITY NJ)
NA
06/21/1988 - 05/08/1989
TULLETT & TOKYO SECURITIES, INC.
BC
Issued 01/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/03/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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