Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Matthew Furlong is a financial advisor with over 30 years of experience in the industry. James currently works at Fidelity Brokerage Services LLC in Nashua, New Hampshire. James has held previous roles at American Express Financial Advisors Inc. and IDS Life Insurance Company in Minneapolis, Minnesota. James is licensed in Massachusetts, New Hampshire, Rhode Island, Texas, and Utah.
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.
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.
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2
NH
04/21/1992 - Present
Fidelity Brokerage Services LLC (NASHUA NH)
MN
10/04/1991 - 02/27/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/04/1991 - 02/27/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/28/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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