Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael Boughter is a financial advisor who has been in the industry since December 6, 1998. James has a total of 4 state registrations, including Florida and Texas where James is registered as an Investment Advisor Representative. James Michael Boughter is currently registered with Fidelity Personal And Workplace Advisors. James holds the Series 66, Series 63, Series 10, Series 9, Series 7 and SIE licenses. James Michael Boughter has worked for Fidelity Brokerage Services, Inc. and Strategic Advisers.
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.
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.
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.
1
2
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE BEACH FL)
BOTH
Issued 07/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/22/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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