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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Joseph Kelble is a financial advisor who has been in the industry for over 24 years. James has experience working with a variety of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. James is currently registered with LPL Financial LLC in North Reading, MA and San Diego, CA. Prior to joining LPL Financial LLC, James worked with Voya Financial Advisors, Inc. in North Reading, MA. He has a wide range of experience in the financial industry, including securities, investment advisory, and insurance. James holds a Series 6, 7, 24, 63 and 65 license. James is committed to providing his 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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
05/05/2021 - Present
LPL Financial LLC (NORTH READING MA)
MA
04/15/2016 - 05/10/2021
VOYA FINANCIAL ADVISORS, INC. (North Reading MA)
MA
12/03/1998 - 05/12/2016
INVESTORS CAPITAL CORP. (N. READING MA)
KS
04/05/1990 - 08/13/1991
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 01/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/04/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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