Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Holder is a financial advisor who has been in the industry since 2000. He is currently registered with Benjamin F. Edwards & Company, Inc. in St. Louis, MO. He has previously worked at Wells Fargo Advisors, LLC and Wachovia Securities, Inc.. James provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. He is registered to provide services in Alabama, Arizona, California, Florida, Georgia, Kentucky, Maryland, Mississippi, New York, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, and Wisconsin.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
04/21/2014 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
GA
06/15/2002 - 04/22/2014
WELLS FARGO ADVISORS, LLC (ROME GA)
NC
04/26/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 10/08/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Holder is the right advisor for you? Invested Better is here to help.
