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 Biddle is a financial professional with over 49 years of experience in the securities industry. James has a broad range of experience in various financial services roles, including time spent at The Securities Center, Inc. and Titan Capital Corporation. Currently, James is a registered representative with Western International Securities, Inc. and holds several licenses and certifications, including Series 7, Series 24, Series 53, Series 99TO and the SIE. James specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
1
2
CA
12/12/2016 - Present
Western International Securities, Inc. (Chula Vista CA)
CA
12/26/1984 - 02/27/2017
THE SECURITIES CENTER, INC. (CHULA VISTA CA)
NA
11/29/1984 - 04/04/1986
TITAN CAPITAL CORPORATION
NA
07/26/1973 - 12/04/1984
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
BC
Issued 12/05/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/20/1975
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure James Biddle is the right advisor for you? Invested Better is here to help.
