Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Meaders is a financial advisor with Fidelity Personal And Workplace Advisors. James has been in the industry for over 25 years and has a wide range of experience in the financial services industry. James is licensed to provide investment advice in multiple states. James's specialties include financial planning, portfolio management, and retirement planning. James has also been recognized for his expertise in the areas of education seminars and selection of other advisors. Previous to his role at Fidelity Personal And Workplace Advisors, James worked at Charles Schwab & Co., Inc., Securities Management & Research, Inc., and Investment Professionals, 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.
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.
A percentage of the total value of assets under management is charged.
1
2
AR
04/28/2022 - Present
Fidelity Personal AND Workplace Advisors (ALEXANDER AR)
AR
02/28/2017 - 02/04/2022
CHARLES SCHWAB & CO., INC. (Little Rock AR)
AR
06/13/2011 - 02/10/2017
SECURITIES MANAGEMENT & RESEARCH, INC. (BRYANT AR)
AR
01/23/2008 - 06/21/2011
ST. BERNARD FINANCIAL SERVICES, INC. (BRYANT AR)
AR
05/13/2005 - 12/20/2007
INVESTMENT PROFESSIONALS, INC. (BENTON AR)
AR
08/03/2004 - 05/17/2005
ARVEST ASSET MANAGEMENT (ROGERS AR)
MN
12/01/2001 - 07/13/2004
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NJ
01/11/2001 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
TX
03/27/2000 - 01/09/2001
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
NJ
01/03/2000 - 03/28/2000
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
MO
01/04/1999 - 01/03/2000
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
NE
10/15/1997 - 01/04/1999
WATERHOUSE SECURITIES, INC. (OMAHA NE)
TX
02/22/1996 - 05/14/1996
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TN
03/16/1994 - 09/14/1994
IBAA SECURITIES CORPORATION (MEMPHIS TN)
TN
03/12/1994 - 09/14/1994
VINING-SPARKS IBG, LIMITED PARTNERSHIP (MEMPHIS TN)
AR
03/17/1992 - 07/13/1992
POWELL & SATTERFIELD, INC. (LITTLE ROCK AR)
IA
Issued 11/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure James Meaders is the right advisor for you? Invested Better is here to help.
