Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Blayde Woodrum is a financial advisor who has been in the industry since 2005. James is currently registered with Fidelity Personal and Workplace Advisors and has previously held positions with Transamerica Investors Securities Corporation, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. James has a diverse range of experience in financial advising and is dedicated to providing personalized advice and solutions to help 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.
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
PA
01/12/2024 - Present
Fidelity Personal AND Workplace Advisors (KING OF PRUSSIA PA)
NY
02/27/2019 - 09/08/2021
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
MD
05/23/2006 - 03/15/2018
AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBIA MD)
MN
02/18/2005 - 04/04/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
02/18/2005 - 04/04/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/24/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/18/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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