Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Hakewill is an Investment Advisor Representative with MFS Institutional Advisors Inc. James Hakewill is located in Saratoga Spring, New York, and has been in the industry since 2009. Prior to joining MFS Institutional Advisors Inc., James Hakewill was employed at Manning & Napier Investor Services, Inc. and William Blair & Company L.L.C.. James Hakewill is registered with the state of Massachusetts as an Investment Advisor Representative.
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.
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.
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.
Transfer pricing arrangements with affiliates
1
2
NY
06/26/2017 - Present
MFS Institutional Advisors Inc. (Saratoga Spring NY)
NY
08/04/2010 - 06/06/2017
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
IL
08/17/2006 - 09/05/2007
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
BC
Issued 08/10/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/12/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Hakewill is the right advisor for you? Invested Better is here to help.
