Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Weller is a registered representative associated with Bofa Securities, Inc., a leading financial institution. James is also registered with Merrill Lynch, Pierce, Fenner & Smith Inc. James has a strong foundation in the financial services industry, having earned the Securities Industry Essentials (SIE) Exam and Operations Professional Examination (Series 99TO). James is committed to providing exceptional service to clients and has a special focus on research-related 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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NY
05/10/2023 - Present
Bofa Securities, Inc. (NEW YORK NY)
BC
Issued 04/24/2023
Series 99TO - Operations Professional Examination
BC
Issued 03/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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