Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames W McClary is a registered representative at Wells Fargo Clearing Services, LLC, with over 18 years of experience in the financial services industry. James is licensed to provide investment advice in Arkansas, Massachusetts, North Carolina, and Utah. James's specialties include portfolio management for individuals and businesses, financial planning, and selection of other advisors. James is also licensed to provide investment advice to charitable organizations and pension and profit-sharing plans. In addition to his work at Wells Fargo, James also has a 50% ownership interest in Black River House LLC, a real estate investment company. James is committed to providing his clients with personalized investment advice and guidance to help them achieve their financial goals.
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.
Investment consulting services to institutional clients
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
NC
09/19/2014 - Present
Wells Fargo Clearing Services, LLC (RALEIGH NC)
BOTH
Issued 10/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/15/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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