Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Hawryliak is an experienced financial advisor with over 39 years in the industry. James currently works at Osaic Wealth, Inc., a firm with a strong reputation for providing comprehensive financial planning and investment management services. Prior to joining Osaic Wealth, Inc., James worked at several other firms including Signator Investors, Inc., Lifemark Securities Corp. and American Freedom Securities, Inc. James is registered with FINRA and holds Series 6, 63 and SIE licenses. James has a deep understanding of the financial markets and a proven track record of 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.
1
2
FL
11/02/2018 - Present
Osaic Wealth, Inc. (NAPLES FL)
NY
07/17/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (ROCHESTER NY)
NY
09/28/1998 - 08/13/2015
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
NY
10/28/1996 - 09/25/1998
AMERICAN FREEDOM SECURITIES, INC. (ROCHESTER NY)
NY
08/21/1996 - 12/16/1996
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
TX
02/01/1995 - 07/01/1996
BHCM INC. (HOUSTON TX)
VA
06/19/1992 - 02/01/1995
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
12/19/1991 - 12/06/1994
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
CA
08/15/1985 - 10/28/1992
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
11/02/1983 - 08/29/1985
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 01/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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