James Freeman Woldert
age ~45
from Houston, TX
- Also known as:
-
- James F Woldert
- James Woldert Freeman
- James Waldert
- James Worder
- James T
- Phone and address:
-
5534 Schumacher Ln, Houston, TX 77056
(713)8507626
James Woldert Phones & Addresses
- 5534 Schumacher Ln, Houston, TX 77056 • (713)8507626
- 8014 Meadow Glen Dr, Houston, TX 77063 • (713)7876090
- 902 Briar Ridge Dr, Houston, TX 77057
- 3511 Matt Ln, Tyler, TX 75701 • (903)5617201 • (903)5617262
- 3530 Travis St, Dallas, TX 75204
- Austin, TX
Resumes
Financial Advisor | Senior Vice President | Cimaâ
view sourceLocation:
Houston, TX
Industry:
Financial Services
Work:
Morgan Stanley - Houston - Williams Tower since Jan 2009
Senior Vice President - Investments, CIMA
UBS Wealth Management Jul 2001 - Dec 2008
Vice President - Investments
Senior Vice President - Investments, CIMA
UBS Wealth Management Jul 2001 - Dec 2008
Vice President - Investments
Education:
The University of Texas at Austin 1997 - 2001
Interests:
Founding Member of Young at Heart
Jude's Hospital
An Avid Supporter of St
Fishing
So He Tends To Find Himself Hunting
Swimming
His Two Boys Love the Outdoors
A Salvation Army Supporter and Volunteer
Freeman (4) and Hudson (2)
Jude's Hospital
An Avid Supporter of St
Fishing
So He Tends To Find Himself Hunting
Swimming
His Two Boys Love the Outdoors
A Salvation Army Supporter and Volunteer
Freeman (4) and Hudson (2)
Languages:
English
Certifications:
Series 7 - General Securities Representative
Series 63 - Uniform State Exam
Series 65 - Investment Advisory Agent
Series 31 - Managed Futures & Commodities
Cima® - Certified Investment Management Analyst
Life, Health, & Variable Annuity Insurance Licenced
Financial Industry Regulatory Authority
Wharton School of Business
Series 63 - Uniform State Exam
Series 65 - Investment Advisory Agent
Series 31 - Managed Futures & Commodities
Cima® - Certified Investment Management Analyst
Life, Health, & Variable Annuity Insurance Licenced
Financial Industry Regulatory Authority
Wharton School of Business
James Woldert
view sourceName / Title
Company / Classification
Phones & Addresses
President
Ubs Financial Services Inc
Security Broker/Dealer · Security Brokers and Dealers
Security Broker/Dealer · Security Brokers and Dealers
4400 Post Oak Pkwy, Houston, TX 77027
(713)9402800, (713)3508067
(713)9402800, (713)3508067
FRIO 1330 RANCH, LLC
5599 San Felipe St STE 110, Houston, TX 77056
8014 Meadowglen, Houston, TX 77063
8014 Meadowglen, Houston, TX 77063
Director
FRIO 1157, LLC
5599 San Felipe St STE 110, Houston, TX 77056
8014 Meadowglen, Houston, TX 77063
8014 Meadowglen, Houston, TX 77063
KARNES 1080 LLC
Nonclassifiable Establishments
Nonclassifiable Establishments
5599 San Felipe St STE 110, Houston, TX 77056
8014 Meadowglen, Houston, TX 77063
8014 Meadowglen, Houston, TX 77063
Get Report for James Freeman Woldert from Houston, TX, age ~45