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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 Wildesen is a financial advisor with Morgan Stanley. James has been in the industry since February 18, 2010. James holds a Series 7, Series 10, Series 24, Series 63, and Series 65 license and is registered with the Financial Industry Regulatory Authority (FINRA) and registered in 53 states. Prior to joining Morgan Stanley, James worked at Goldman Sachs Custody Solutions and FolioFN Investments, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MD
08/27/2024 - Present
Morgan Stanley (Frederick MD)
VA
02/19/2010 - 04/11/2023
GOLDMAN SACHS CUSTODY SOLUTIONS (MCLEAN VA)
IA
Issued 07/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/07/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/01/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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