Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Richard Andrew is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. James has been in the industry for several years and holds the Series 7TO, Series 63 and Series 66 licenses. James is registered in all 50 states as well as the District of Columbia, Puerto Rico and the Virgin Islands. James has been with Fidelity Investments since June 2022. James has been involved with various organizations in the past, including Facet LLC, Walnut Hill School for the Arts, Fessenden School, Dover Squash and Fitness, Dover Market, and the New England Aquarium. James specializes in providing financial planning, investment management, and educational seminars. James has been serving individuals, high-net-worth individuals, corporations, and pension plans. James is dedicated to providing his clients with personalized financial advice to help them achieve their financial goals.
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.
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.
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
RI
06/10/2024 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
BOTH
Issued 05/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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