Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Schofer is a financial advisor with Fidelity Personal And Workplace Advisors. James has been in the financial services industry since 1998 and is registered in New York to provide investment advisory services. James holds several industry certifications, including Series 7, Series 24, and Series 65, and has a strong understanding of financial planning and portfolio management. James's specialties include providing financial planning and portfolio management for individuals, families, and businesses. James's firm manages over $1 billion in assets for clients.
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
MA
12/11/2021 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
RI
08/26/2013 - 10/01/2014
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
10/01/2012 - 07/23/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
03/28/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
MA
04/22/1998 - 01/07/2008
MUTUAL SERVICE CORPORATION (BOSTON MA)
BC
Issued 12/23/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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