Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Paul Miller is a financial advisor with Fidelity Brokerage Services LLC in Boston, MA. James has been in the industry since 2007. James's firm has been in business since 1946, and is a well-established firm with a history of providing financial advice to individual investors and families.
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.
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.
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MA
11/26/2013 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
MA
09/14/2000 - 12/13/2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
NY
05/06/1998 - 05/17/2000
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
03/05/1998 - 05/06/1998
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 12/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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