Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Philip Reilly is a financial advisor registered with Wells Fargo Clearing Services, LLC. Reilly has been in the industry since 1981, and holds a variety of licenses and registrations. He is registered in several states, including Arizona, California, Connecticut, Florida, and many others. Reilly has experience working for several firms, including Prudential Securities Incorporated and Kidder, Peabody & Co. Incorporated. He has also worked for J.B. Hanauer & Co. Reilly is a registered representative of Wells Fargo Advisors, LLC, and offers a variety of services including financial planning and portfolio management.
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
NJ
11/21/2023 - Present
Wells Fargo Clearing Services, LLC (SHORT HILLS NJ)
NY
04/07/1986 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
03/12/1985 - 04/15/1986
KIDDER, PEABODY & CO. INCORPORATED
NA
07/22/1982 - 03/20/1985
PRUDENTIAL-BACHE SECURITIES INC.
NA
05/18/1981 - 07/19/1982
J. B. HANAUER & CO.
IA
Issued 01/07/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1982
Series 3 - National Commodity Futures Examination
BC
Issued 11/23/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/16/1981
Series 52 - Municipal Securities 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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