Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Wesley Greenwell is an investment advisor representative at The Leaders Group, Inc. in Littleton, Colorado. James has over 7 years of experience in the financial services industry. James is licensed to sell securities in Maryland and Virginia. James holds the Series 6, Series 63, Series 6TO and SIE licenses.
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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2
CO
04/19/2024 - Present
THE Leaders Group, Inc. (LITTLETON CO)
MD
07/22/2022 - 04/25/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (SILVER SPRING MD)
PA
07/31/2017 - 07/25/2018
P.J. ROBB VARIABLE CORPORATION (Exton PA)
VA
10/04/2016 - 04/07/2017
NATIONWIDE SECURITIES, LLC (FAIRFAX VA)
MD
06/05/2015 - 04/12/2016
M HOLDINGS SECURITIES, INC. (CHEVY CHASE MD)
BC
Issued 01/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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