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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 Aletto is a financial advisor with over 25 years of experience in the industry. James has been with Wells Fargo Clearing Services, LLC since 2011. Before joining Wells Fargo, James worked at several other firms including WADDELL & REED, INC. and METLIFE SECURITIES INC. James is a Certified Financial Planner™ and holds a Series 6, Series 7, and Series 66 license. James offers a variety of financial planning services including retirement planning, investment management, and estate planning. James Aletto and the firm assist both individuals and businesses.
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
MN
11/07/2013 - Present
Wells Fargo Clearing Services, LLC (HASTINGS MN)
MN
04/10/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (HASTINGS MN)
MN
10/18/2002 - 04/10/2006
WADDELL & REED, INC. (ROCHESTER MN)
MA
07/10/1997 - 10/22/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/10/1997 - 10/22/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 06/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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