Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Derek Page is a registered investment advisor with Wells Fargo Clearing Services, LLC. He has been in the financial services industry since 2008 and holds a Series 66, Series 7 and SIE licenses. James Derek Page is also registered in Alabama, California, Florida, Georgia, Louisiana, Nevada, North Carolina, Pennsylvania, South Carolina and Texas. James Derek Page previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and BANC OF AMERICA INVESTMENT SERVICES, INC. James Derek Page has experience working with high net worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans and other investment advisors.
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
GA
05/04/2023 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
GA
10/23/2009 - 04/15/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
05/02/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ATLANTA GA)
BOTH
Issued 01/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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