Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames R. Driscoll is a financial advisor with over 20 years of experience in the industry. James is currently registered with Eagle Strategies LLC, a registered investment advisor with offices in New York, NY and Rockland, MA. James also has previous experience working with a variety of firms, including Park Avenue Securities LLC, Guardian Investor Services LLC, and Sun Life of Canada (U.S.) Distributors, Inc. James is a Series 6, 7, 63, 65 and 26 licensed professional. James specializes in providing financial planning, portfolio management for individuals, educational seminars, selection of other advisers, and pension consulting.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
04/18/2024 - Present
Eagle Strategies LLC (ROCKLAND MA)
MA
03/31/2015 - 01/04/2018
PARK AVENUE SECURITIES LLC (BOSTON MA)
MA
08/30/2001 - 03/31/2015
GUARDIAN INVESTOR SERVICES LLC (BOSTON MA)
MA
11/09/2000 - 03/09/2001
SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MN
05/17/2000 - 10/13/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/17/2000 - 10/13/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
11/23/1999 - 04/27/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 04/01/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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