Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Earl Hilderbrandt is a financial advisor with over 15 years of experience in the industry. James Earl Hilderbrandt is currently registered with J.p. Morgan Securities LLC in Georgia, Louisiana, North Carolina, Ohio and Texas. James Earl Hilderbrandt has a strong background in financial planning, portfolio management, and investment advisory services. James Earl Hilderbrandt has held previous roles with UBS Financial Services Inc. and Morgan Stanley Smith Barney. James Earl Hilderbrandt is a dedicated financial advisor who is committed to 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
GA
07/19/2018 - Present
J.p. Morgan Securities LLC (ATLANTA GA)
NJ
01/17/2013 - 06/07/2018
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
GA
06/28/2010 - 06/04/2012
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
NJ
01/19/2005 - 04/30/2010
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NC
02/23/1996 - 06/15/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 03/13/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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