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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 Stevenson is a financial advisor with Fidelity Personal And Workplace Advisors in Fort Worth, TX. James is registered with the state of Texas as an investment advisor representative. James has a series of licenses including Series 6, 7, 9, 10, 63, and 66. James has been a registered financial advisor for over 25 years. James can offer financial planning and portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (FORT WORTH TX)
BOTH
Issued 12/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/02/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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