Unclaimed
James Rollins is a financial advisor at Edward Jones. James has been in the industry since November 2016 and is licensed to provide financial advice in Louisiana and Texas. James previously worked at Wells Fargo Clearing Services, LLC. James has also held other positions in the industry such as working at AT&T Mobility Inc. James Rollins has a strong track record of success in the industry, having worked with a variety of clients, including individuals, families, businesses, and retirement plans. James is committed to providing his clients with personalized financial advice and guidance.
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.
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.
See schedule d - miscellaneous
1
2
LA
01/09/2019 - Present
Edward Jones (MANSFIELD LA)
LA
11/14/2016 - 01/24/2018
WELLS FARGO CLEARING SERVICES, LLC (SHREVEPORT LA)
BOTH
Issued 12/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2016
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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