Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Glendinning is a financial advisor currently affiliated with Fidelity Personal And Workplace Advisors, where James works as an investment advisor representative. James has been in the securities industry since May 28, 2021. The advisor holds licenses in both Georgia and Texas. James has worked for two other firms: E*TRADE SECURITIES LLC and Raymond James & Associates, Inc. Before entering the financial industry, James worked for a variety of companies including Northwestern Mutual, EWING IRRIGATION, and Morris & Son Construction. James has a variety of licenses including Series 63, 65, 66, and 7TO.
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
GA
11/02/2023 - Present
Fidelity Personal AND Workplace Advisors (ATLANTA GA)
GA
12/22/2020 - 10/08/2021
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
12/14/2018 - 02/13/2019
RAYMOND JAMES & ASSOCIATES, INC. (ALPHARETTA GA)
BOTH
Issued 10/20/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/22/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/19/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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