Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Francis Bossier is a financial advisor at Morgan Stanley. James has been in the industry since 1991 and holds the Series 7, Series 8, and Series 63 licenses. He is also a Certified Financial Planner. James has experience with a variety of financial institutions, including E*TRADE Securities LLC and BANCWEST Investment Services, Inc. James is registered to provide financial advice in multiple states.
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.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
CA
09/05/2023 - Present
Morgan Stanley (Menlo Park CA)
CA
12/19/2016 - 09/05/2023
E*TRADE SECURITIES LLC (Menlo Park CA)
CA
06/08/2015 - 12/21/2016
BANCWEST INVESTMENT SERVICES, INC. (SAN FRANCISCO CA)
CA
10/07/2010 - 07/10/2013
NYLIFE SECURITIES LLC (SAN RAMON CA)
CA
07/29/2009 - 04/08/2010
SIGNATOR INVESTORS, INC. (WALNUT CREEK CA)
CA
08/27/1987 - 01/10/2008
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
BC
Issued 09/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
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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