Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Wiley is a financial advisor with over 18 years of experience in the industry. Currently, James Wiley is a registered Investment Advisor Representative at Fisher Investments. James Wiley has previously worked for Allstate Financial Services, LLC in Orem, UT, Mutual of America Life Insurance Company and Mutual of America Securities Corporation in New York, NY, and MML Investors Services, INC in Springfield, MA. James Wiley holds Series 7, 63, and 65 licenses. James Wiley has expertise in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
12/14/2021 - Present
Fisher Investments (PLANO TX)
UT
03/29/2006 - 01/24/2011
ALLSTATE FINANCIAL SERVICES, LLC (OREM UT)
NY
10/21/2003 - 03/21/2006
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
NY
10/21/2003 - 03/21/2006
MUTUAL OF AMERICA SECURITIES CORPORATION (NEW YORK NY)
MA
06/06/2003 - 10/21/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 03/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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