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 Wilson is a financial professional with over 20 years of experience in the industry. James is currently registered with Silver Oak Securities, Inc. in Kentucky and Ohio. James has previously been registered with Avantax Investment Services, Inc., Woodbury Financial Services, Inc., and 1717 Capital Management Company. James holds the Series 6, 63, and 65 licenses as well as the SIE exam. James specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. James is a certified public accountant (CPA) and is also a member of the Kentucky Society of Certified Public Accountants.
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.
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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2
KY
06/11/2021 - Present
Silver OAK Securities, Inc. (Erlanger KY)
KY
02/18/2010 - 06/04/2021
AVANTAX INVESTMENT SERVICES, INC. (ERLANGER KY)
KY
08/26/2003 - 12/31/2009
WOODBURY FINANCIAL SERVICES, INC. (VILLA HILLS KY)
DE
04/16/2002 - 08/20/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
DE
11/22/2000 - 01/16/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MN
12/17/1998 - 04/03/2000
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
IA
Issued 12/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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