Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McFadden is a financial advisor at Fidelity Personal And Workplace Advisors. James has been working in the financial industry since 2017. James is registered as a Registered Representative (RR) and Investment Advisor Representative (IAR) in Colorado and Texas. James holds Series 63, 66, 7, 9, 10, and SIE licenses. James is a Certified Financial Planner™ professional. James is a financial advisor with experience in providing financial planning services to individuals, corporations and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
CO
08/12/2022 - Present
Fidelity Personal AND Workplace Advisors (FORT COLLINS CO)
CO
11/02/2017 - 08/01/2022
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BOTH
Issued 11/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/28/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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