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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 Wilson has been in the financial industry since 2001, working with both individual and institutional clients. James is a Managing Partner and Advisor at Diligent Investors, LLC in Redlands, CA. James has experience with financial planning, pension consulting, and portfolio management for individuals and businesses. Diligent Investors, LLC is a Registered Investment Advisor specializing in providing financial guidance for high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. James is also affiliated with RBJ Financial Group, LLC in Newport Beach, CA, as a fixed annuity IMO, where James provides advice on fixed annuities.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
CA
03/18/2016 - Present
Diligent Investors, LLC (REDLANDS CA)
CA
05/02/2011 - 04/11/2016
MORGAN STANLEY (RIVERSIDE CA)
CA
10/04/2002 - 05/04/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ONTARIO CA)
NJ
10/19/2001 - 10/22/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 11/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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