Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Brian Wilson is a financial advisor with Millennium Advisors, LLC. James has been in the industry since 2006 and is registered in North Carolina. James has a Series 7, Series 3, Series 52TO, Series 63 and SIE licenses. James Wilson was previously registered with Goldman, Sachs & Co., Morgan Stanley & Co. LLC, MS Securities Services Inc., Susquehanna Financial Group, LLLP and Susquehanna Fixed Income, L.P.
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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NC
07/28/2022 - Present
Millennium Advisors, LLC (CHARLOTTE NC)
NY
11/19/2012 - 07/20/2016
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
01/29/2007 - 11/09/2012
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
04/28/2008 - 03/13/2012
MS SECURITIES SERVICES INC. (NEW YORK NY)
PA
09/14/2006 - 12/14/2006
SUSQUEHANNA FINANCIAL GROUP, LLLP (BALA CYNWYD PA)
PA
09/14/2006 - 09/14/2006
SUSQUEHANNA FIXED INCOME, L.P. (BALA CYNYWD PA)
BC
Issued 08/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 07/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/29/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2007
Series 3 - National Commodity Futures Examination
BC
Issued 09/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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