Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Neal Washington is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Washington has been a financial advisor for over 10 years and holds Series 63, 66, and 7 licenses. Washington has experience working at Morgan Stanley and JP Morgan Securities LLC. Washington is registered to provide investment advice in 27 states and the District of Columbia.
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
MD
06/28/2019 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
MD
09/24/2013 - 06/28/2019
MORGAN STANLEY (POTOMAC MD)
NY
08/25/2009 - 08/01/2012
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 11/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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