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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Makee is a financial advisor with Wells Fargo Advisors Financial Network, LLC. James has been in the industry since September 17, 1995. James is registered to provide investment advisory services in Ohio and Texas. In addition to Wells Fargo Advisors Financial Network, LLC, James has worked for UBS Financial Services Inc. and McDonald Investments Inc. among other firms.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
10/17/2017 - Present
Wells Fargo Advisors Financial Network, LLC (BEACHWOOD OH)
OH
02/09/2007 - 10/26/2017
UBS FINANCIAL SERVICES INC. (PEPPER PIKE OH)
OH
09/11/2003 - 02/09/2007
MCDONALD INVESTMENTS INC. (PEPPER PIKE OH)
OH
04/09/2003 - 09/11/2003
VALMARK SECURITIES, INC. (AKRON OH)
OH
09/24/2002 - 04/09/2003
FIRSTMERIT SECURITIES, INC. (AKRON OH)
OH
05/14/1999 - 09/17/2002
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
11/19/1996 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
CT
09/12/1995 - 11/21/1996
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 12/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 12/02/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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