Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Maurice Creamer is a registered representative of Wells Fargo Clearing Services, LLC with over 30 years of experience in the financial services industry. James has been registered with Wells Fargo Clearing Services, LLC since 2005 and has a proven track record of providing exceptional financial advice to clients in Alabama and Texas. James holds Series 7, 9, 10, 24, 63, and 65 securities licenses and is a member of FINRA and the SIPC. James also has experience with Southtrust Securities, LLC, Wachovia Securities, LLC, Colonial Brokerage, Inc., FISERV Investor Services, Inc., Link Investment Services, Inc., PFIC Securities Corporation, Compass Brokerage, Inc. and The Robinson-Humphrey Company 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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
09/20/2016 - Present
Wells Fargo Clearing Services, LLC (BIRMINGHAM AL)
AL
01/03/2005 - 04/23/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
MO
12/05/2002 - 12/31/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
AL
09/12/2001 - 08/22/2002
COLONIAL BROKERAGE, INC. (MONTGOMERY AL)
TX
09/17/1997 - 01/22/2002
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
NA
03/31/1997 - 09/17/1997
LINK INVESTMENT SERVICES, INC.
TN
02/22/1996 - 04/04/1997
PFIC SECURITIES CORPORATION (FRANKLIN TN)
AL
03/18/1994 - 03/05/1996
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
GA
09/10/1992 - 03/08/1994
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
BC
Issued 10/02/1992
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/24/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/06/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/04/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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