Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Abbott is a financial advisor at Claro Advisors, LLC. James is a Series 7 and Series 66 registered representative, and he is licensed to provide financial advice in Massachusetts. James has been in the financial services industry since March 2013. He is also a licensed insurance agent and has been involved in various hockey activities, including coaching and officiating.
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.
Consulting
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
10/16/2017 - Present
Claro Advisors, LLC (BOSTON MA)
MA
03/18/2013 - 10/09/2017
WELLS FARGO CLEARING SERVICES, LLC (BEVERLY MA)
BOTH
Issued 04/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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