Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edison Willard is a financial advisor registered with Fifth Third Securities, Inc. James has been in the financial services industry for over 26 years. He specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. James has a proven track record of success in helping clients achieve their financial goals. He is committed to providing his clients with personalized financial advice and guidance. James is a registered representative of Fifth Third Securities, Inc. and an investment advisor representative of Fifth Third Bank. He is licensed to sell securities in the following states: Alabama, Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Massachusetts, New Mexico, North Carolina, Ohio, South Carolina, Tennessee, Texas, Utah, Washington, and Wisconsin. James also has a Series 6, 7, 26, 63, and 66 licenses. He is a member of the National Association of Securities Dealers (NASD).
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.
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.
Sponsor wrap fee program
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.
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2
IN
11/18/2004 - Present
Fifth Third Securities, Inc. (FISHERS IN)
OH
01/15/1999 - 03/27/1999
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
MN
03/05/1996 - 01/21/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 11/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/7/1998
Series 7 - General Securities Representative Examination
BC
Issued 3/4/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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