Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Jeffrey Scholl is an active representative registered with GWN Securities Inc., a brokerage firm based in Palm Beach Gardens, Florida. James has been a securities industry professional since 1981 and holds Series 6, Series 22, and SIE licenses. James specializes in providing investment advisory services to individuals and high-net-worth individuals and has 34 years of experience in the financial industry. James has previously held positions at L.M. KOHN & COMPANY, Mutual Service Corporation, Farwest Securities, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, and SMA Equities, Inc.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
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2
CO
01/02/2009 - Present
GWN Securities Inc. (PAGOSA SPRINGS CO)
CO
01/27/2004 - 12/31/2008
L.M. KOHN & COMPANY (LONE TREE CO)
MA
01/14/2003 - 12/31/2003
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
11/30/1995 - 12/31/2002
MUTUAL SERVICE CORPORATION (BOSTON MA)
FL
10/03/1991 - 12/12/1995
FARWEST SECURITIES, INC. (TAMPA FL)
MA
01/19/1994 - 12/31/1994
MUTUAL SERVICE CORPORATION (BOSTON MA)
MN
09/12/1990 - 02/07/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/12/1990 - 02/07/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
12/26/1980 - 09/18/1990
SMA EQUITIES, INC. (WORCESTER MA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/22/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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