Unclaimed
James Glick is an investment advisor representative at Empirical Asset Management, LLC. James Glick has been in the industry since February 2009. James Glick specializes in Portfolio Management for Individuals, Businesses, and Pooled Investment Vehicles, as well as Pension Consulting and Selection of Other Advisors.
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.
Guidance on pension options to ensure a secure financial future.
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.
Model services
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.
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.
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MA
08/23/2022 - Present
Empirical Asset Management, LLC (WELLESLEY MA)
IA
Issued 07/15/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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