Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Melvin is a financial advisor with over 40 years of experience in the industry. James is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT® with a dedication to providing comprehensive financial planning and investment management services to individuals, families, and businesses. James is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with Wells Fargo Advisors for over 13 years. Prior to joining Wells Fargo Advisors, James was registered with A. G. EDWARDS & SONS, INC. and JOHN HANCOCK DISTRIBUTORS, INC. James is committed to helping clients achieve their financial goals and objectives.
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.
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2
NC
11/02/2018 - Present
Wells Fargo Advisors Financial Network, LLC (FAYETTEVILLE NC)
NC
01/01/2008 - 11/02/2018
WELLS FARGO CLEARING SERVICES, LLC (FAYETTEVILLE NC)
NC
07/12/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FAYETTEVILLE NC)
MA
09/05/1980 - 10/17/1990
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
09/05/1980 - 10/17/1990
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 07/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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