Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gregory Wahlberg is an investment advisor representative with Bare Wealth Advisors. James has been in the industry since August 2006. James holds a Series 66 license and is registered in Pennsylvania. Before joining Bare Wealth Advisors, James worked at Securities America, Inc. James is a dedicated advisor who is committed to providing comprehensive financial planning and investment advisory advice. James also offers insurance sales, including Medicare, life, and long-term care insurance.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
10/16/2023 - Present
Bare Wealth Advisors (GAP PA)
PA
08/24/2018 - 05/31/2024
SECURITIES AMERICA, INC. (GAP PA)
BOTH
Issued 10/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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