Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Wisloski is a financial advisor at Stonex Advisors Inc. James has been in the industry since 2000 and holds several licenses and certifications, including Series 7, Series 63, Series 66 and SIE. James has experience working for several different firms, including Questar Capital Corporation, USAllianz Securities, Inc., Raymond James Financial Services, Inc., and Nori, Hennion, Walsh, 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.
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.
Financial consulting services
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
PA
03/06/2023 - Present
Stonex Advisors Inc. (Kulpmont PA)
PA
12/01/2006 - 08/24/2011
QUESTAR CAPITAL CORPORATION (SHAMOKIN PA)
PA
10/17/2005 - 12/01/2006
USALLIANZ SECURITIES, INC. (SHAMOKIN PA)
FL
01/30/2001 - 10/18/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NJ
09/05/2000 - 01/25/2001
NORI, HENNION, WALSH, INC. (PARSIPPANY NJ)
BOTH
Issued 03/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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