Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Angelone is a financial advisor currently registered with Osaic Wealth, Inc. Based in Hartsdale, NY, James has over 48 years of experience in the financial services industry. James holds the Series 1, 6, 62, 63, 66, 72 and SIE licenses, demonstrating extensive knowledge and expertise in various financial markets. Previously, James held roles at FSC Securities Corporation and Advantage Capital Corporation. James specializes in providing financial planning and investment advice to individuals and businesses.
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
NY
11/03/2023 - Present
Osaic Wealth, Inc. (HARTSDALE NY)
NY
02/27/2009 - 11/03/2023
FSC SECURITIES CORPORATION (HARTSDALE NY)
NY
01/17/1989 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (HARTSDALE NY)
NA
04/07/1981 - 10/05/1988
ADVANTAGE CAPITAL CORPORATION
NA
09/09/1975 - 05/10/1981
FIRST INVESTORS CORPORATION
BC
Issued 12/10/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2001
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 09/04/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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