Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Linder is a financial advisor at Arvest Wealth Management. James has been working in the financial industry since 2016. He is registered to provide investment advice in Arkansas, New Hampshire, and Texas. James holds Series 63, 66, and 7 securities licenses as well as the SIE. James holds a license to provide investment advice for individuals, businesses, and investment companies. James's previous work experience includes positions at J.P. Morgan Securities LLC and Arvest Bank.
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
AR
02/17/2019 - Present
Arvest Wealth Management (NORTH LITTLE ROCK AR)
DE
12/21/2015 - 08/07/2017
J.P. MORGAN SECURITIES LLC (NEWARK DE)
BOTH
Issued 07/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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