Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Masterson is a financial advisor with Benjamin F. Edwards & Company, Inc. James has been in the industry since 1993. He provides a wide range of financial services including financial planning, portfolio management for individuals and businesses, and selection of other advisors. James holds Series 7, 9, 10, 24, 63, 65, 99, and SIE licenses. James has been a registered representative with Benjamin F. Edwards & Company, Inc. since 2010. Previously, James worked at Wells Fargo Advisors, LLC and A. G. Edwards & Sons, 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.
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.
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2
MO
05/20/2010 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
MO
01/01/2008 - 03/26/2010
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
12/06/1993 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 02/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/30/2005
Series 24 - General Securities Principal Examination
BC
Issued 12/18/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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