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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kellett is an investment advisor representative at Kingsview Wealth Management, LLC. James has been in the industry for over 30 years. James has a strong track record of providing financial advice to individuals, families, and businesses. James has a proven ability to develop and implement customized financial plans that meet the unique needs of each client. James holds the Series 7, 22, 24 and 63 licenses. James has specialized knowledge of investment companies and charitable organizations. James also provides financial planning 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.
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.
Strategic management for diversified investment portfolios.
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
01/06/2024 - Present
Kingsview Wealth Management, LLC (GRANTS PASS OR)
SC
08/14/2009 - 06/18/2019
WELLS FARGO CLEARING SERVICES, LLC (MYRTLE BEACH SC)
SC
01/04/1999 - 08/14/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (MYRTLE BEACH SC)
FL
10/27/1994 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MO
03/22/1989 - 09/13/1994
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
11/25/1985 - 05/20/1989
CHICORA SECURITIES AND INVESTMENTS, INC,
BC
Issued 04/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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