Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Dolan is a registered investment advisor with Natixis Advisors, LLC, with over 14 years of experience in the industry. James is a Series 6, 7, 24, 63 and 65 licensed professional and has earned the Securities Industry Essentials Exam (SIE) designation. James is registered with the state of Massachusetts and 52 other states. James also has been involved with JB Builders LLC since 2013 as a general contractor. James specializes in serving a variety of clients including individuals, corporations, investment companies, and pension and profit sharing plans. James is a member of Natixis Advisors, LLC, a firm with over 212 registered representatives and 60 investment advisor representatives. Natixis Advisors, LLC manages approximately $63,770,732,162 in assets.
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.
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.
Overlay portfolio management and model research provider.
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.
A percentage of wrap sponsor fees.
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2
MA
08/29/2008 - Present
Natixis Advisors, LLC (BOSTON MA)
BC
Issued 12/23/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/31/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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