Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Talcott is a financial advisor with Fisher Investments. James has been a financial advisor for over 10 years, and holds a Series 7 and Series 65 licenses. James also has experience working with a wide variety of clients, including high-net-worth individuals, corporations, and charitable organizations. James has a strong understanding of investment strategies and is committed to providing personalized financial advice to help clients reach their financial 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.
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.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
07/27/2023 - Present
Fisher Investments (TAMPA FL)
FL
04/30/2021 - 11/05/2021
WELLS FARGO CLEARING SERVICES, LLC (SUN CITY CENTER FL)
MA
10/19/2020 - 02/09/2021
CITIZENS SECURITIES, INC. (CHARLESTOWN MA)
MA
07/26/2018 - 08/28/2020
SANTANDER SECURITIES LLC (HAVERHILL MA)
MA
05/17/2016 - 07/20/2018
CITIZENS SECURITIES, INC. (BOSTON MA)
OH
10/01/2012 - 07/08/2015
J.P. MORGAN SECURITIES LLC (AURORA OH)
OH
03/09/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (AURORA OH)
OH
11/13/2009 - 03/03/2011
PNC INVESTMENTS (CLEVELAND OH)
OH
05/12/2009 - 11/13/2009
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IA
Issued 06/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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