Unclaimed
James Mehring is a financial professional registered with Artisan Partners Distributors LLC. James has over 10 years of experience in the financial services industry. James is a Series 7, 24 and 63 licensed professional with the FINRA. Prior to joining Artisan Partners Distributors LLC, James worked for American Funds Distributors, Inc., Franklin/Templeton Distributors, Inc., and OppenheimerFunds Distributor, 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.
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.
1
2
NY
07/26/2023 - Present
Artisan Partners Distributors LLC (New York NY)
CA
11/22/2022 - 07/17/2023
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
NY
05/29/2019 - 09/16/2022
ARTISAN PARTNERS DISTRIBUTORS LLC (NEW YORK NY)
NJ
11/08/2013 - 04/09/2019
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SHORT HILLS NJ)
NY
11/05/2011 - 09/11/2012
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BC
Issued 09/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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