Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edward Baier is a registered representative with Fidelity Personal And Workplace Advisors, a large firm with offices across the United States. James is licensed to provide financial advice in 26 states and has a variety of certifications and licenses, including Series 7TO and Series 66. James is also a Registered Investment Advisor in North Carolina and Texas. James has been in the financial industry for over 3 years and has a diverse background in customer service and financial planning. Fidelity Personal And Workplace Advisors offers a range of financial planning and investment management services to individuals, families, and businesses.
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.
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.
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NC
07/21/2023 - Present
Fidelity Personal AND Workplace Advisors (GREENSBORO NC)
BOTH
Issued 06/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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