Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames William Buckham is a financial advisor at Wellesley Asset Management, Inc. He is registered with the state of Massachusetts and holds the Series 7, Series 55, and Series 63 licenses. James has been in the financial services industry since 2009. He is a Chartered Financial Analyst. James has been employed by Wellesley Investment Advisors, Inc. since February 2011.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NH
08/13/2013 - Present
Wellesley Asset Management, Inc. (PORTSMOUTH NH)
MA
06/09/2009 - 11/18/2010
DEUTSCHE BANK SECURITIES INC. (BOSTON MA)
BC
Issued 07/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/08/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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