Amundi Pioneer Institutional Asset Management, Inc
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About this Advisor
James Macleod is a certified financial planner working in Boston, Massachusetts, with 10 years of financial industry experience. Macleod currently works for Amundi Pioneer Institutional Asset Management, Inc. Macleod has gained experience at Pacific Life Insurance, Pacific Select Distributors, Lpl Financial, Summit Brokerage Services Inc, Summit Financial Group Inc and Pioneer Funds Distributor, Inc. Macleod holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Massachusetts. Amundi Pioneer Institutional Asset Management, Inc is an advisory business based out of Boston, Massachusetts. The company has a total of 267 employees. It administers $19 billion in total assets among its 115 customer accounts, placing it among the biggest firms in the United States by assets under management. The advisory firm offers a broad set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and publication of newsletters. A financial advisor's fees usually are based on which services the firm provides the client. Fees charged by Amundi Pioneer Institutional Asset Management, Inc likely include asset-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Amundi Pioneer Institutional Asset Management, Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
James Macleod Work History
James has 10 years of experience.
Pioneer Funds Distributor, Inc
Summit Brokerage Services Inc
Summit Financial Group Inc
Pacific Life Insurance
Pacific Select Distributors
James Macleod has disclosures.
Please visit their SEC profile for more details.