Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Dorrance Wells is a registered representative of Stratos Wealth Partners, Ltd. and has been in the financial services industry since November 2005. James holds Series 66, 7, and SIE licenses. James also has a Series 63 license. James's prior registrations include Mid Atlantic Capital Corporation, Ameriprise Financial Services, Inc. and LPL Financial. James currently is registered in Pennsylvania and is also registered as a Resident Agent in Texas. James is located in the Pittsburgh, PA office of Stratos Wealth Partners, Ltd. James has a wide range of expertise in investment advisory services, financial planning and portfolio management. James has a proven track record of success in helping clients achieve their financial goals.
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.
Percentage of assets under management with third party managers
1
2
PA
05/09/2016 - Present
Stratos Wealth Partners, Ltd. (PITTSBURGH PA)
PA
11/02/2009 - 05/04/2016
MID ATLANTIC CAPITAL CORPORATION (BRIDGEVILLE PA)
PA
11/10/2005 - 11/05/2009
AMERIPRISE FINANCIAL SERVICES, INC. (SEWICKLEY PA)
BOTH
Issued 09/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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