Unclaimed
James Walton Wilkinson is an investment advisor representative with over 20 years of experience in the financial services industry. James has been registered with Farmers Financial Solutions, LLC since 2000. Prior to joining Farmers Financial Solutions, LLC, James worked at Investors Brokerage Services, Inc. James holds the Series 6, Series 63, and SIE securities licenses. James is registered to offer securities in California, Oregon, 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.
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.
1
2
WA
09/08/2000 - Present
Farmers Financial Solutions, LLC (EVERETT WA)
IL
05/23/2000 - 09/08/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
BC
Issued 05/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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