Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Myatt is a financial advisor with Stifel, Nicolaus & Company, Inc., located in Waco, Texas. James has been in the financial services industry since 1981. James has a wide range of experience in the financial services industry, including experience with portfolio management, financial planning, and pension consulting. James also holds several licenses and designations, including Series 7, Series 63, Series 65, Series 8, Series 9, Series 10, Series 53, and Series 4.
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.
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
TX
10/11/2016 - Present
Stifel, Nicolaus & Company, Inc. (WACO TX)
TX
08/21/2008 - 10/12/2016
WELLS FARGO ADVISORS, LLC (WACO TX)
TX
01/01/1991 - 09/17/2008
UBS FINANCIAL SERVICES INC. (WACO TX)
NA
04/02/1990 - 01/01/1991
ROTAN MOSLE INC.
NY
05/14/1988 - 04/18/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NJ
03/30/1990 - 04/04/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
07/23/1981 - 05/14/1988
E. F. HUTTON & COMPANY INC
IA
Issued 09/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/16/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/10/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/12/1990
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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