Unclaimed
James Anthony Barnett is a financial advisor with Wells Fargo Advisors Financial Network, LLC. James has been in the financial services industry since April 2016. He holds the Series 7, Series 66, and SIE licenses. James is registered with FINRA and in 29 states. He specializes in providing financial advice to individuals, corporations, and institutions. James has expertise in a wide range of financial products and services, including investment management, financial planning, and retirement planning.
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
AL
04/11/2024 - Present
Wells Fargo Advisors Financial Network, LLC (FLORENCE AL)
AL
04/04/2016 - 04/11/2024
WELLS FARGO CLEARING SERVICES, LLC (FLORENCE AL)
BOTH
Issued 04/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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