Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Howard Campbell has been in the financial industry since 2011. James is a registered representative of Stifel, Nicolaus & Company, Inc., where James provides financial advice to individuals and businesses. James has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. James is a Registered Representative of Stifel, Nicolaus & Company, Inc. and also works for Wells Fargo Clearing Services, LLC. James holds the Series 6, 7, 63, and 66 licenses, as well as the SIE.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
PA
10/12/2023 - Present
Stifel, Nicolaus & Company, Inc. (ALTOONA PA)
PA
07/15/2015 - 08/29/2019
WELLS FARGO CLEARING SERVICES, LLC (HOLLIDAYSBURG PA)
NA
10/20/1983 - 05/11/1987
H. C. COPELAND AND ASSOCIATES EQUITIES, INC.
BOTH
Issued 08/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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