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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Stuart Branscombe is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. James Stuart Branscombe has been in the industry since July 30, 2003. James Stuart Branscombe has held previous positions with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. James Stuart Branscombe is licensed to offer securities and investment advisory services in several states, including Arizona, California, Connecticut, Florida, Maine, Massachusetts, New Hampshire, New York, North Carolina, Rhode Island, Texas, and Vermont. James Stuart Branscombe offers a range of investment advisory services, including portfolio management for individuals, businesses, and pension plans. James Stuart Branscombe also offers educational seminars and selection of other advisors.
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ME
10/20/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SOUTH PORTLAND ME)
ME
07/31/2003 - 10/25/2017
AMERIPRISE FINANCIAL SERVICES, INC. (FALMOUTH ME)
MN
07/31/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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