James Valis

Boston, MA, US

James Valis Work

Managing Partner and Wealth Management Advisor @ Blackstone Valley Wealth Management, LLC.

Present

Vice President Senior Account Executive @ Fidelity Investments

Present

Financial Planning Consultant @ Fidelity Investments

Present

James Valis Education

2006 - 2008 CERTIFIED FINANCIAL PLANNER™ in Financial Planning and Services @ College of Financial Planning

2005 - 2007 Financial Planning Certificate Program in Financial Planning Executive Development Center @ Bryant University

2003 - 2005 College of Financial Planning

2000 - 2002 Master of Business Administration (MBA) in Finance and Financial Management Services @ Bryant University

1996 - 2000 Bachelor of Science (B.S.) in Business Administration and Management, General @ Worcester Polytechnic Institute

James Valis Skills

Wealth Management

Investments

Retirement

Retirement Planning

Strategic Financial Planning

Investment Advisory

Estate Planning

Mutual Funds

Financial Planning

Portfolio Management

+35 more

Frequently Asked Questions about James Valis

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What company does James Valis work for?

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Where is James Valis located?

James Valis is based in or around Boston, MA, US.

James Valis Email Addresses:

Personal: j********@yahoo.com +1 more

Work: j*********@blackstonevalleywealth.com

James Valis Phone Numbers:

+1 123-456-7890

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