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 Wunsch is a financial advisor with over 30 years of experience in the financial services industry. James has been registered with LPL Financial LLC since 2014. Before joining LPL Financial LLC, James was registered with WELLS FARGO ADVISORS, LLC, WELLS FARGO INVESTMENTS, LLC and LPL FINANCIAL CORPORATION. James is also a registered representative with the state of Idaho and holds a Series 7, Series 22, Series 6, Series 24 and Series 63 licenses. James has a strong track record of providing personalized financial advice to individuals, families, and businesses. James specializes in financial planning, portfolio management, and retirement planning.
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.
Consulting and other non-discretionary advisory services
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
ID
08/01/2017 - Present
LPL Financial LLC (VICTOR ID)
WY
01/03/2011 - 07/07/2014
WELLS FARGO ADVISORS, LLC (AFTON WY)
WY
08/01/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (AFTON WY)
WY
11/12/1996 - 08/01/2008
LPL FINANCIAL CORPORATION (JACKSON WY)
AZ
12/04/1986 - 11/13/1996
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NA
03/26/1985 - 12/15/1986
FINANCIAL PLANNERS EQUITY CORPORATION
NA
10/25/1983 - 04/11/1985
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
IA
Issued 03/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/15/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/11/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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