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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Clark Wilson is a financial advisor associated with Cetera Investment Advisers LLC. James is licensed to provide financial advice in South Carolina, Georgia and North Carolina. James has been working in the financial services industry since 2016. James holds a Series 7TO, Series 6TO and SIE licenses as well as a Series 66. James has several specializations including: retirement planning, college savings, estate planning, insurance, and financial planning. James's firm, Cetera Investment Advisers LLC, manages over $100 billion in assets and has over 16,000 clients. Cetera Investment Advisers LLC provides financial planning, pension consulting and educational seminars. James's firm also offers portfolio management services for individuals and businesses.
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.
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.
1
2
SC
06/03/2024 - Present
Cetera Investment Advisers LLC (DANIEL ISLAND SC)
BOTH
Issued 05/31/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/05/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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