Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Alfred Rossman is an investment advisor representative with Buttonwood Financial Advisors, Inc. James is registered in Maryland and Texas. James has been in the securities industry since 1997 and has been with Buttonwood Financial Advisors, Inc. since June 2023. James is a Series 7, Series 63 and Series 65 licensed advisor.
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.
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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MD
06/30/2023 - Present
Buttonwood Financial Advisors, Inc. (BALTIMORE MD)
MD
11/28/1997 - 12/31/2008
H. BECK, INC. (BOWIE MD)
IA
Issued 01/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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