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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 Kermit Norland is a financial advisor at Wellth Advisory Services, LLC. James has been in the financial services industry since 2014 and has experience working with individuals, businesses, corporations, and retirement plans. James is registered with the state of Iowa and is a Series 66 and Series 7 licensed representative. James previously worked at KESTRA INVESTMENT SERVICES, LLC, CHELSEA FINANCIAL SERVICES, and PRINCIPAL SECURITIES, INC. James' focus is on helping clients achieve their financial goals through personalized financial planning and investment management strategies. James' experience and knowledge help him provide clients with comprehensive financial advice.
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.
A percentage of the total value of assets under management is charged.
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IA
07/02/2024 - Present
Wellth Advisory Services, LLC (Urbandale IA)
IA
02/01/2018 - 04/04/2019
KESTRA INVESTMENT SERVICES, LLC (Urbandale IA)
NY
01/03/2018 - 01/30/2018
CHELSEA FINANCIAL SERVICES (STATEN ISLAND NY)
IA
02/12/2014 - 12/31/2017
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
BOTH
Issued 03/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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