Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Patrick Clement is a financial professional with over 23 years of experience in the financial services industry. James is currently registered with M Holdings Securities, Inc. in Oregon. Prior to this, James worked at M Holdings Securities, Inc. in North Carolina, Wachovia Insurance Services Broker Dealer, Inc. in North Carolina, Nationwide Investment Services Corporation in Ohio, Allegheny Investments, LTD. in Pennsylvania and National Planning Corporation in California. James is a licensed Series 7 and Series 63 representative and holds a Series 65. James offers a variety of financial services including Financial Planning, Pension Consulting and Educational Seminars.
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.
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.
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2
OR
11/16/2023 - Present
M Holdings Securities, Inc. (PORTLAND OR)
NC
02/09/2009 - 09/25/2023
M HOLDINGS SECURITIES, INC. (CHARLOTTE NC)
NC
10/05/2005 - 12/01/2008
WACHOVIA INSURANCE SERVICES BROKER DEALER, INC. (CHARLOTTE NC)
OH
07/26/2001 - 09/23/2005
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
PA
11/10/1999 - 07/23/2001
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
CA
03/29/1999 - 11/12/1999
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
PA
10/20/1998 - 03/29/1999
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
BC
Issued 01/11/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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