Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Schleicher is a financial advisor with over 15 years of experience in the industry. James is currently registered as a Registered Representative with W&S Brokerage Services, Inc. in Willoughby, Ohio. James is also registered as an Investment Advisor Representative in several states. James holds a Series 63, Series 6, Series 7TO, Series 26 and SIE licenses. James is a Chartered Financial Consultant.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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OH
05/16/2022 - Present
W&S Brokerage Services, Inc. (Willoughby OH)
BC
Issued 03/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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