Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Wilday has been in the financial services industry since 1980 and is currently registered with Stifel, Nicolaus & Company, Inc. in Colorado and Texas. James has been with Stifel, Nicolaus & Company, Inc. since 2009, and previously worked at Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. James specializes in providing financial planning, portfolio management, and other advisory services for a wide range of clients, including individuals, corporations, and institutions. James holds a variety of industry licenses and certifications.
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.
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
CO
10/14/2009 - Present
Stifel, Nicolaus & Company, Inc. (GREENWOOD VILLAGE CO)
CO
01/01/2008 - 06/16/2009
WELLS FARGO ADVISORS, LLC (LAKEWOOD CO)
CO
01/15/1980 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LAKEWOOD CO)
IA
Issued 09/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/28/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1988
Series 3 - National Commodity Futures Examination
BC
Issued 11/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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