Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gary Mueller is a financial advisor in Dallas, Texas. James Mueller has been a registered representative for over a year, and his prior experience includes working with Fidelity Investments and J.P. Morgan Securities LLC. James Mueller is currently registered with Prospera Financial Services, Inc. and is registered to provide investment advice in the state of Texas. James Mueller specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
TX
02/16/2022 - Present
Prospera Financial Services, Inc. (DALLAS TX)
TX
05/20/2021 - 01/10/2022
J.P. MORGAN SECURITIES LLC (DENTON TX)
TX
01/14/2021 - 04/07/2021
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 02/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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