Unclaimed
James Eric Lundin is a financial professional with over 20 years of experience in the industry. James is currently registered with Farmers Financial Solutions, LLC. James is a Series 7, 63, and 66 licensed representative. Before joining Farmers Financial Solutions, LLC, James was employed with CHARLES SCHWAB & CO., INC. James holds a SIE license. James has a strong background in the securities industry. James is committed to providing his clients with the highest level of service and expertise.
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.
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.
1
2
CO
02/22/2005 - Present
Farmers Financial Solutions, LLC (DENVER CO)
TX
11/21/2000 - 11/24/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 06/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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