Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Wirbal is a financial advisor with over 15 years of experience in the industry. He is currently registered with Fidelity Brokerage Services LLC. James has been registered with the firm since March 2021. Previously, James worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and Fidelity Brokerage Services LLC. James holds a Series 4, 63, 66 and 7 licenses. James is registered to sell securities in 53 states and districts, including Alabama, Alaska, and Arizona.
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.
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.
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NH
03/12/2021 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
NH
06/05/2018 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (HANOVER NH)
NH
07/22/2005 - 10/20/2017
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 11/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2006
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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