Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Craig Stretch is a financial advisor with Wells Fargo Clearing Services, LLC. James is a registered representative with the Financial Industry Regulatory Authority (FINRA) and has a Series 6, 7, and 66 license. James has been in the financial services industry since August 24, 2009. James has experience with Prudential Insurance Company of America, Pruco Securities, LLC, and Nationwide Investment Services Corp. James is also registered with the state of Pennsylvania and New Jersey. James has a specializations in retirement planning, college savings, estate planning, insurance and investment planning. James is located at 150 N Radnor Chester Rd Ste A-100 in Radnor, Pennsylvania.
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
PA
06/07/2023 - Present
Wells Fargo Clearing Services, LLC (RADNOR PA)
PA
02/28/2022 - 05/25/2023
PRUCO SECURITIES, LLC. (Warrington PA)
PA
06/05/2017 - 03/02/2022
NATIONWIDE INVESTMENT SERVICES CORPORATION (PHILADELPHIA PA)
PA
01/05/2011 - 07/25/2014
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
04/06/2004 - 07/08/2008
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 04/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/05/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure James Stretch is the right advisor for you? Invested Better is here to help.
