Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kevin Glasheen is a financial advisor with over a decade of experience in the industry. James currently works at Parallel Advisors, LLC, where he is an investment advisor representative. James has experience with several types of clients including individuals, high-net-worth individuals, corporations, trusts, charitable organizations, and pension plans. James provides financial planning, portfolio management, and investment advisory services. James is also a Certified Financial Planner™.
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.
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.
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.
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CA
06/21/2024 - Present
Parallel Advisors, LLC (SAN FRANCISCO CA)
CT
08/22/2011 - 11/29/2019
FIDELITY BROKERAGE SERVICES LLC (NEW HAVEN CT)
CT
02/02/2010 - 07/15/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
IA
Issued 09/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/01/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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