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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Willett ii is a financial advisor with Wells Fargo Advisors Financial Network, LLC. James Willett ii has been in the industry since January 20, 1987. James Willett ii is registered to provide investment advice in Texas. James Willett ii is also registered with FINRA as a registered representative. James Willett ii has experience with several firms including Wells Fargo Clearing Services, LLC, TBT Securities L.C., Longview Financial Services Company, A. G. Edwards & Sons, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
06/02/2023 - Present
Wells Fargo Advisors Financial Network, LLC (LONGVIEW TX)
TX
07/11/2008 - 06/02/2023
WELLS FARGO CLEARING SERVICES, LLC (LONGVIEW TX)
TX
02/01/1993 - 07/14/2008
TBT SECURITIES L.C. (LONGVIEW TX)
NA
09/20/1991 - 02/01/1993
LONGVIEW FINANCIAL SERVICES COMPANY
MO
07/21/1989 - 09/21/1991
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
01/21/1987 - 08/08/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/1992
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/26/1992
Series 24 - General Securities Principal Examination
BC
Issued 12/11/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/10/1991
Series 4 - Registered Options Principal Examination
BC
Issued 06/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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