Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Tetreault is a financial advisor associated with LPL Financial LLC in the Attleboro, MA area. James has been a registered representative since 2000, and his experience includes advising high-net-worth individuals, corporations and other businesses, pension and profit sharing plans, and charitable organizations. James has been associated with Signator Investors, Inc. and Signator Financial Services, Inc. in the past.
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
01/17/2018 - Present
LPL Financial LLC (ATTLEBORO MA)
MA
02/08/2005 - 11/22/2017
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
05/14/2014 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (BOSTON MA)
NY
05/02/2002 - 11/26/2003
QUICK & REILLY, INC. (NEW YORK NY)
ME
10/16/2000 - 05/20/2002
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
BOTH
Issued 12/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/05/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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