Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Bochecchio is a financial advisor with Wells Fargo Advisors Financial Network, LLC. James has been in the industry since 2007 and has a wide range of experience in providing financial advice and investment management services. He is registered with the state of New York as both a broker-dealer and an investment advisor. James has a strong track record of success in 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
08/24/2024 - Present
Wells Fargo Advisors Financial Network, LLC (BOHEMIA NY)
NY
10/12/2012 - 06/27/2013
LPL FINANCIAL LLC (BROOKLYN NY)
NY
09/19/2012 - 10/17/2012
SANTANDER SECURITIES LLC (STATEN ISLAND NY)
NY
03/26/2012 - 09/19/2012
LPL FINANCIAL LLC (STATEN ISLAND NY)
NY
11/10/2010 - 02/29/2012
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
NY
11/14/2007 - 08/05/2009
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 08/24/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2024
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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