Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Paul Aloisi is a financial advisor in St. Louis, Missouri. James is a registered representative of Wells Fargo Clearing Services, LLC and a licensed investment advisor representative in Virginia. James has been a financial advisor for over 20 years, having started his career at MetLife Securities Inc. in 1994. James currently works with high-net-worth individuals, corporations, and other businesses, including charitable organizations. He provides portfolio management, financial planning and investment consulting services.
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.
1
2
MO
11/07/2008 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
05/03/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MA
10/18/1994 - 06/13/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/18/1994 - 06/13/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 04/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/23/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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