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 Sferrazza is an Investment Advisor Representative at SHP Wealth Management, LLC, a registered investment advisor based in Plymouth, MA. James has been in the financial services industry since 2021. James is also an Insurance Agent at SHP Financial, LLC, and has a Series 65 license.
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.
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.
Selection of other advisers fees
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MA
02/07/2023 - Present
SHP Wealth Management, LLC (PLYMOUTH MA)
IA
Issued 01/07/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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