Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kevin Willbrand is a financial advisor with over 20 years of experience. James is currently registered with Pimco Investments LLC. Prior to joining Pimco Investments LLC, James was a registered representative with Allianz Global Investors Distributors LLC and Securian Financial Services, Inc. James holds the Series 6, 7, 63, 65, and SIE licenses. James is registered in California, Indiana, Kentucky, New York, and Texas.
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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NY
02/14/2011 - Present
Pimco Investments LLC (NEW YORK NY)
NY
03/30/2004 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
MN
07/20/2001 - 03/24/2004
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 09/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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