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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 Getter is an investment advisor representative and registered representative at Wells Fargo Advisors Financial Network, LLC. James has been in the industry since 2000 and holds the Series 7, 63, 31, and 66 licenses as well as the SIE. Before joining Wells Fargo Advisors Financial Network, LLC, James worked at Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. James provides investment consulting services to institutional clients, financial planning, pension consulting and selection of other advisors. James Getter is also the owner of JCG Wealth Management LLC and a partner in EGG Wealth Management LLC.
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.
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2
OH
06/15/2018 - Present
Wells Fargo Advisors Financial Network, LLC (CINCINNATI OH)
OH
01/01/2008 - 06/15/2018
WELLS FARGO CLEARING SERVICES, LLC (CINCINNATI OH)
OH
05/19/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CINCINNATI OH)
BOTH
Issued 10/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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