Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Anthony Fesperman is a registered representative with Equitable Advisors, LLC. James Anthony Fesperman has been in the financial industry since October 29, 2017. James Anthony Fesperman has experience with J.P. MORGAN SECURITIES LLC and WELLS FARGO ADVISORS, LLC. James Anthony Fesperman is licensed in the state of Florida. James Anthony Fesperman is located in Ocala, Florida. James Anthony Fesperman specializes in portfolio management, financial planning and investment services.
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.
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.
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2
FL
06/18/2024 - Present
Equitable Advisors, LLC (OCALA FL)
FL
09/13/2019 - 06/22/2021
J.P. MORGAN SECURITIES LLC (Ocala FL)
FL
07/25/2006 - 06/02/2011
WELLS FARGO ADVISORS, LLC (OCALA FL)
BC
Issued 07/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/08/2019
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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