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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 Widman is an investment advisor representative at Wells Fargo Advisors Financial Network, LLC. James is a registered investment advisor in Kansas and Texas. James has been in the financial services industry for over 30 years. James is also a registered principal. James has passed the Series 7, 6, 63, 65, and 24 examinations. James is a financial advisor with experience in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
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
KS
12/16/2013 - Present
Wells Fargo Advisors Financial Network, LLC (OVERLAND PARK KS)
KS
01/01/2008 - 12/06/2013
WELLS FARGO ADVISORS, LLC (OVERLAND PARK KS)
KS
08/04/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OVERLAND PARK KS)
NY
06/20/1989 - 08/06/1993
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NA
05/22/1989 - 06/24/1989
PRUCO SECURITIES CORPORATION
NA
05/22/1989 - 06/24/1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
IA
Issued 04/13/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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