Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Boudreau is a financial advisor with Raymond James Financial Services Advisors, Inc. in Colorado Springs, CO. James has been in the securities industry since November 2001. James is registered with the state of Colorado as an Investment Advisor Representative and has obtained a Series 7, 63, and 66. James is also registered as an Investment Advisor Representative in Texas. James is also a Director for Security Fire Protection District, a position that requires him to make decisions in the best interest of the fire protection district.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
08/16/2019 - Present
Raymond James Financial Services Advisors, Inc. (Colorado Springs CO)
CO
11/20/2001 - 08/21/2019
EDWARD JONES (COLORADO SPRINGS CO)
BOTH
Issued 03/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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