Amundi Pioneer Institutional Asset Management, Inc
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About this Advisor
James Macleod is a certified financial planner based out of Boston, Massachusetts, who has been in the financial industry for 10 years. Macleod is an advisor for Amundi Pioneer Institutional Asset Management, Inc. Throughout their career, they have worked at Summit Brokerage Services Inc, Summit Financial Group Inc, Lpl Financial and Pioneer Funds Distributor, Inc. Macleod maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Massachusetts. Amundi Pioneer Institutional Asset Management, Inc is a financial advisory company that has its headquarters in Boston, Massachusetts. The firm has a total of 284 advisors. It oversees $17 billion in assets under management between its 113 customer accounts, placing it among the biggest firms in the country by assets under management. Amundi Pioneer Institutional Asset Management, Inc has a number 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 are based on the services. However, fee types billed 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 11 years of experience.
Pioneer Funds Distributor, Inc
Summit Brokerage Services Inc
Summit Financial Group Inc
James Macleod has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Amundi Pioneer Institutional Asset Management, Inc