Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Barrett is a financial advisor with Grimes & Company, Inc., a firm with offices in Westborough, MA and Alton, NH. James has been in the industry since February 2013 and has a Series 66, Series 7 and SIE license. James specializes in providing financial planning and investment advice to individuals, businesses, investment companies, charitable organizations, and pension and profit-sharing plans. James is also a Certified Financial Planner.
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.
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.
A percentage of the total value of assets under management is charged.
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MA
06/27/2017 - Present
Grimes & Company, Inc. (WESTBOROUGH MA)
MA
10/14/2013 - 07/16/2015
COMMONWEALTH FINANCIAL NETWORK (Westborough MA)
BOTH
Issued 12/31/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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