Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Wolfe is a financial advisor in Meridian, Idaho, with over 30 years of experience in the financial services industry. James has a Series 6, 7, 63 and 65 license and is registered to provide investment advice in 10 states. James currently works for Cetera Investment Advisers LLC, and has previously worked for Commonwealth Financial Network, Cambridge Investment Research, Inc., D.A. Davidson & Co., Essex National Securities, Inc. and Marketing One Securities, Inc. James offers a variety of financial planning and investment advisory services to individuals and businesses. James is committed to providing personalized service and helping his clients 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
ID
03/21/2024 - Present
Cetera Investment Advisers LLC (MERIDIAN ID)
ID
08/22/2005 - 10/07/2015
COMMONWEALTH FINANCIAL NETWORK (MERIDIAN ID)
IA
05/19/2003 - 09/09/2005
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
MT
06/01/1995 - 05/21/2003
D.A. DAVIDSON & CO. (GREAT FALLS MT)
CA
01/04/1993 - 06/14/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
OR
06/12/1992 - 12/31/1992
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
IA
Issued 09/15/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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