Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Lutzko is a registered representative of Wells Fargo Securities, LLC. James is licensed to conduct business in Pennsylvania. James passed the Series 63, Series 79TO and SIE exams. James has been in the financial services industry since July 2023. James can provide financial advice and services in connection with the sale of securities and is located in Philadelphia, PA.
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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PA
07/12/2023 - Present
Wells Fargo Securities, LLC (Philadelphia PA)
BC
Issued 08/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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