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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 Wiltman is a financial advisor associated with Wells Fargo Clearing Services, LLC. James Wiltman is registered with the state of Pennsylvania as both a Broker/Dealer and Investment Advisor. James Wiltman has been working in the financial services industry since 1986. Prior to joining Wells Fargo Advisors LLC, James Wiltman was associated with Parker/Hunter Incorporated. James Wiltman is also a co-owner of Climax Partners and a trustee for a family friend. James Wiltman has specializations in Fixed Income, Equities, Mutual Funds, Options, and Other Investment Products.
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
PA
11/13/2002 - Present
Wells Fargo Clearing Services, LLC (SEWICKLEY PA)
PA
10/12/1994 - 09/19/2000
HUNTER ASSOCIATES, INC. (PITTSBURGH PA)
PA
10/07/1986 - 10/13/1994
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
IA
Issued 08/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General 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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