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 Hudson is a financial advisor with Schwab Wealth Advisory, Inc., located in Indianapolis, Indiana. James is a registered representative with FINRA and has been in the industry since 2014. James has Series 6, 7, 63, and 66 licenses and holds a SIE exam. James specializes in providing financial planning and portfolio management services for individuals and businesses. He has extensive experience working with clients in a variety of industries and has a proven track record of success. James is dedicated to helping clients achieve their financial goals.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
IN
01/11/2021 - Present
Schwab Wealth Advisory, Inc. (Indianapolis IN)
IN
04/25/2014 - 11/18/2015
J.P. MORGAN SECURITIES LLC (INDIANAPOLIS IN)
BOTH
Issued 03/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/25/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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