Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Fryrear is a financial advisor with Wells Fargo Advisors Financial Network, LLC. He has been working in the financial industry since July 1997. He is licensed in multiple states and has passed the Series 63, Series 7, Series 65, and SIE exams. James specializes in working with individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and insurance companies. He provides various services, including investment consulting, financial planning, portfolio management, and selection of other advisors. James is committed to providing personalized financial advice that helps clients achieve their financial goals.
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
FL
10/18/2024 - Present
Wells Fargo Advisors Financial Network, LLC (OSPREY FL)
MO
01/01/2008 - 06/02/2023
WELLS FARGO CLEARING SERVICES, LLC (CLAYTON MO)
MO
07/18/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 08/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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