Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyson? Claim Your ProfileAlyson James is a financial advisor based in Scottsdale, AZ. Alyson has been in the industry for over a decade, and holds several licenses and certifications, including the Series 7, Series 24 and SIE exams. Alyson currently works at Osaic Wealth, Inc., a firm known for its commitment to providing comprehensive financial planning and investment management services to a wide range of clients. Alyson has a strong track record of success in helping 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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AZ
06/03/2021 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
06/03/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
06/03/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
06/03/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
06/03/2021 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
06/03/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
KS
02/18/2010 - 05/25/2021
WADDELL & REED (OVERLAND PARK KS)
BC
Issued 10/26/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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