Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Joseph Boland is a financial professional with over 20 years of experience in the industry. James is currently registered with Fidelity Brokerage Services LLC. James has held previous positions with several firms including CreditEx Securities Corporation, Scottrade, Inc., Abbey National Securities Inc., and Lehman Brothers Inc. James holds several licenses and certifications, including Series 7, Series 24, Series 4, Series 55, Series 63, and Series 27. James is licensed in 53 states and territories. James is dedicated to providing clients with personalized financial advice and guidance.
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.
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.
1
2
CO
10/28/2022 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
NY
05/16/2007 - 11/23/2007
CREDITEX SECURITIES CORPORATION (NEW YORK NY)
MO
10/14/2004 - 12/13/2006
SCOTTRADE, INC. (ST. LOUIS MO)
CT
08/27/2003 - 09/24/2004
ABBEY NATIONAL SECURITIES INC. (STAMFORD CT)
NY
07/01/1999 - 11/08/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 11/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2007
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/24/2006
Series 4 - Registered Options Principal Examination
BC
Issued 05/11/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/21/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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