Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Patrick Flynn is a financial advisor with over 20 years of experience in the financial services industry. James has worked with various firms, including Cantel & Co., Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citizens Securities, Inc. James currently works with LPL Financial LLC, providing financial services for individuals, businesses, and institutional clients. James holds a Series 7, 63, 24 and Series 65 licenses and has been recognized for his expertise in financial planning.
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
02/18/2020 - Present
LPL Financial LLC (HINGHAM MA)
MA
09/09/2016 - 02/18/2020
INFINEX INVESTMENTS, INC. (BRIDGEWATER MA)
MA
05/13/2016 - 09/09/2016
SANTANDER SECURITIES LLC (DEDHAM MA)
MA
09/01/2015 - 05/03/2016
CUSO FINANCIAL SERVICES, L.P. (MEDFORD MA)
MA
06/06/2014 - 09/02/2015
CITIZENS SECURITIES, INC. (SO. DARTMOUTH MA)
CT
03/13/2014 - 06/09/2014
INFINEX INVESTMENTS, INC. (MERIDEN CT)
MA
11/25/2011 - 03/20/2012
NATIONAL SECURITIES CORPORATION (BRAINTREE MA)
MA
02/14/2007 - 11/27/2009
CANTELLA & CO., INC. (HINGHAM MA)
RI
11/08/2002 - 03/30/2005
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
MA
01/22/1996 - 11/08/2002
CANTELLA & CO., INC. (MALDEN MA)
NY
01/14/1994 - 01/01/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/29/1993 - 10/06/1993
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
IA
Issued 01/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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