Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Stephen Zoldy is an Investment Advisor Representative at Washington Trust Advisors. James Zoldy has been a registered Investment Advisor for over 10 years. James Zoldy is also a Chartered Financial Analyst. James Zoldy is registered in California, Connecticut, Florida, Massachusetts, New York and Virginia. James Zoldy also serves as an advisor on the advisory committee of DELC Investments, part of R.C. Bigelow, Inc.
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.
Asset allocation and monitoring services
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
01/03/2022 - Present
Washington Trust Advisors (WELLESLEY MA)
IA
Issued 09/30/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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