Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kory Wilson is a financial advisor at Fidelity Personal And Workplace Advisors. James has been in the financial services industry since 2006 and has worked at Fidelity Brokerage Services LLC and AXA Advisors, LLC prior to joining Fidelity Personal And Workplace Advisors. James holds the Series 7, 9, 66, and SIE licenses. James is also a Certified Financial Planner. James specializes in retirement planning, investment management, and estate planning. James can work with individuals, families, 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.
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VA
11/25/2019 - Present
Fidelity Personal AND Workplace Advisors (ALEXANDRIA VA)
DC
12/05/2008 - 05/14/2018
FIDELITY BROKERAGE SERVICES LLC (WASHINGTON DC)
VA
09/17/2004 - 11/19/2008
AXA ADVISORS, LLC (FALLS CHURCH VA)
BOTH
Issued 10/07/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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