Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Robert Almquist is a financial advisor with Apollon Wealth Management, LLC. James holds a Series 66, Series 7 and SIE license. James has been in the financial industry since 12/15/2016 and provides advice to clients at Apollon Wealth Management, LLC. Previously, James was a financial advisor with OSAIC WEALTH, INC. and also held a position at Almquist Flowerland Inc. James is a Certified Financial Planner.
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.
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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MA
03/06/2024 - Present
Apollon Wealth Management, LLC (Briantree MA)
MA
12/15/2016 - 03/01/2024
OSAIC WEALTH, INC. (BRAINTREE MA)
BOTH
Issued 03/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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