James V. Aulenti, ChFC
Concorde Investment Services, Llc
Financial Planner in Wellesley Hills, MA
Address:5 Seaward Rd
Wellesley Hills, MA 02481
About James V. Aulenti
James Aulenti is a financial professional at Concorde Investment Services, Llc located in Wellesley Hills, Massachusetts. James Aulenti holds an industry securities registration subject to FINRA oversight having passed securities examinations including S22, S6, S63 and S65. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
James Aulenti provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
James Aulenti5 Seaward Rd
Wellesley Hills, MA 02481
Phone Number:
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Website:
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