Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Henry Wetzel has been in the securities industry since August 24, 2000. James is currently registered with Securities Management & Research, Inc. in Pennsylvania, Ohio and Idaho. James is also licensed to sell securities in Pennsylvania, Ohio and Idaho. James has passed the Series 6, Series 63 and SIE exams. James' firm, Securities Management & Research, Inc., is located in Export, Pennsylvania.
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.
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2
PA
08/24/2000 - Present
Securities Management & Research, Inc. (EXPORT PA)
BC
Issued 08/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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