Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Aldo is a financial advisor with over 8 years of experience in the financial services industry. James is a registered representative with FINRA and a registered investment advisor with the state of Massachusetts. James holds Series 6, 7, 63 and 65 licenses, and has a SIE certification. James is affiliated with Eagle Strategies LLC, a national financial services firm, and Vision Wealth Strategies LLC. James provides financial planning, portfolio management, and insurance brokerage services to individuals, families, and businesses. James is committed to providing his clients with personalized financial advice that meets their individual needs and goals.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
07/09/2018 - Present
Eagle Strategies LLC (WESTBOROUGH MA)
IA
Issued 6/14/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/8/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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