Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Christopher Martin is a financial advisor at Wells Fargo Advisors Financial Network, LLC. James has been in the industry since 1994. James has a wide range of experience, having worked at several firms, including Morgan Stanley and Wachovia Securities, LLC. James is registered as a registered representative in Arkansas and Texas. James holds Series 7 and 63 licenses. James is also a Certified Financial Planner. James has expertise in financial planning, portfolio management, and selection of other advisors. James provides services to individuals, businesses, charitable organizations, and pension and profit-sharing plans.
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.
1
2
AR
06/24/2016 - Present
Wells Fargo Advisors Financial Network, LLC (LITTLE ROCK AR)
AR
06/01/2009 - 07/20/2016
MORGAN STANLEY (LITTLE ROCK AR)
AR
03/19/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LITTLE ROCK AR)
AR
07/01/2003 - 03/20/2009
WACHOVIA SECURITIES, LLC (LITTLE ROCK AR)
NY
04/20/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
03/29/1994 - 04/19/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 10/30/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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