Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael Hare is a financial advisor with over 30 years of experience in the industry. James is registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. James is also registered as an Investment Advisor Representative in Colorado. James' previous experience includes roles at Prudential Securities Incorporated and Chatfield Dean & Co., Inc. James is a Certified Financial Planner and holds the Series 3, 7, 63 and 65 licenses. James specializes in portfolio management for individuals and businesses, financial planning and pension consulting.
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
CO
11/11/2002 - Present
Wells Fargo Clearing Services, LLC (DENVER CO)
NY
04/23/1994 - 04/12/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CO
07/22/1993 - 03/10/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 05/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1996
Series 3 - National Commodity Futures Examination
BC
Issued 07/21/1993
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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