Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Daniel Weidner is a financial professional with over 18 years of experience in the industry. James has a strong background in securities, with a Series 7, 24, 27, 63, 99TO and SIE licenses. He is currently registered with Metric Point Capital, LLC and has also held previous positions with Atlantic - Pacific Capital, Inc. James is registered in Arizona, California, Colorado, Massachusetts, New Mexico, Oregon and Washington.
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.
1
2
CA
07/07/2017 - Present
Metric Point Capital, LLC (San Clemente CA)
CA
10/28/2004 - 12/21/2017
ATLANTIC - PACIFIC CAPITAL, INC. (SAN CLEMENTE CA)
BC
Issued 05/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2017
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/27/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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