Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Maki is a financial advisor with over 23 years of experience. James is currently registered with Eaton Vance Management. Eaton Vance Management has 160 employees including 2 investment adviser representatives. James is also licensed in 51 states and the District of Columbia and is able to provide financial services to a range of clients including, other investment advisers, insurance companies, investment companies, pooled investment vehicles and pension and profit sharing plans.
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.
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.
Strategic management for diversified investment portfolios.
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.
Percentage of portfolio income
1
2
MA
08/12/2008 - Present
Eaton Vance Management (BOSTON MA)
MA
03/04/1999 - 06/13/2008
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 10/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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