Unclaimed
James Arthur Wilson is a financial advisor with Artisan Partners Distributors LLC. James has been in the industry since January 23, 2018. James is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 63, SIE and Series 7 licenses. James is also registered in 53 states and the District of Columbia. Previously, James worked at HARBOR FUNDS DISTRIBUTORS, INC. in Boston, Massachusetts.
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.
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.
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2
WI
03/28/2024 - Present
Artisan Partners Distributors LLC (MILWAUKEE WI)
MA
09/07/2016 - 11/09/2022
HARBOR FUNDS DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 10/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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