Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Wandzilak is a financial advisor at Edward Jones with over 30 years of experience in the financial industry. James has a broad range of experience in providing financial advice, including investment management, financial planning, and retirement planning. He holds the Series 7, Series 63, and Series 65 securities licenses, as well as the SIE exam. He is also a Certified Financial Planner. James's previous experience includes working with Wells Fargo Securities and A. G. Edwards & Sons. James is registered to provide securities and investment advisory services in Arizona, Arkansas, California, Colorado, Idaho, Kentucky, Missouri, Nevada, New Hampshire, New Jersey, New York, Oregon, Pennsylvania, South Carolina, Texas, and Washington.
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
CA
12/18/2018 - Present
Edward Jones (SONOMA CA)
CA
11/08/1994 - 09/14/2000
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MO
05/27/1994 - 11/01/1994
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
06/22/1992 - 06/02/1994
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 03/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1992
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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