Ameriprise Financial Services
46yrs
Top advisor by experience in Raleigh
8yrs
Fredena James
Financial advisor at First Citizens Investor Services
Based in Raleigh, North Carolina, Fredena James is a fiduciary financial advisor with 8 years of industry experience. Fredena has been with First Citizens Investor Services since 2018. First Citizens Investor Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 1804 advisors with offices in Raleigh, and one of 1668 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office14440 New Falls Of Neuse Road, Raleigh, NC 27614
How the firm is paid ?Percent of assets
Typical client at the firm ?$344,524
Advisors at the firm406
States licensed ?1 state
Services through First Citizens Investor Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowFirst Citizens Investor Services, Inc.Current firm
Contact Fredena
(800) 229-0205First Citizens Investor Services main office 14440 New Falls Of Neuse RoadRaleigh, NC 27614Office · Get directions Firm websitewww.firstcitizens.com/wealth
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Questions to ask Fredena
Tailored to Fredena’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Fredena
How do I contact Fredena?
Call First Citizens Investor Services at (800) 229-0205 and ask for Fredena James. Fredena works from the Raleigh, NC office.
How long has Fredena been a financial advisor?
Fredena has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Fredena hold?
Series 66. Tap any license on this page to see what it allows.
Is Fredena a fiduciary?
Fredena is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Fredena paid?
First Citizens Investor Services reports being paid by a percentage of the assets they manage. Ask Fredena for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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