Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Willard is a financial advisor registered with Fifth Third Securities, Inc. James is a financial advisor with over 20 years of experience in the financial industry. James's primary professional focus is in the area of Portfolio Management, with a particular interest in managing portfolios for individuals, businesses, and charitable organizations. James is also experienced in providing financial planning and consulting services. James is registered with the following securities regulators: FINRA, and the state of Indiana.
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.
1
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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