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 Webster is a registered representative and investment advisor representative in New York, and holds a Series 63 and 65. James is also a licensed insurance agent and has over 25 years of experience in the financial services industry. James currently works with Osaic Wealth, Inc. and First Financial Services. James has a strong track record of providing financial planning and investment advice to individuals, families, and businesses. James specializes in providing financial advice for retirement planning, college savings, and estate planning.
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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2
NY
04/26/2021 - Present
Osaic Wealth, Inc. (HAUPPAUGE NY)
NY
09/05/2003 - 10/23/2017
NATIONAL PLANNING CORPORATION (HAUPPAUGE NY)
CA
08/01/2003 - 09/10/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
12/15/1997 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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