Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Allison is a financial professional with over 20 years of experience in the industry. James is currently registered with Oneamerica Securities, Inc., as an Investment Advisor Representative in South Carolina. James has previously been registered with other firms including Nationwide Securities, LLC, Fortune Financial Services, Inc., and Capital Securities of America, Inc. James holds Series 6, 7, 63, and 65 securities licenses as well as the SIE. James specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services. James provides services 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.
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2
SC
05/21/2024 - Present
Oneamerica Securities, Inc. (West Columbia SC)
SC
05/04/2017 - 09/03/2019
NATIONWIDE SECURITIES, LLC (NORTH AUGUSTA SC)
PA
06/12/2006 - 12/11/2006
FORTUNE FINANCIAL SERVICES, INC. (QUAKERTOWN PA)
OH
09/16/2003 - 09/20/2004
CAPITAL SECURITIES OF AMERICA, INC. (HARTVILLE OH)
NY
09/13/2002 - 10/29/2002
ARISTATRADE SECURITIES, LLC (HAUPPAUGE NY)
NY
06/18/2002 - 08/01/2002
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
NY
11/16/2000 - 03/14/2002
DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
10/25/1999 - 01/07/2000
PRESTON LANGLEY ASSET MANAGEMENT, INC. (NEW YORK NY)
NY
05/13/1999 - 07/20/1999
MAY, DAVIS GROUP INC. (NEW YORK NY)
NY
09/17/1998 - 04/28/1999
WEATHERLY SECURITIES CORPORATION (NEW YORK NY)
NY
07/31/1998 - 09/11/1998
FIRST PROVIDENCE FINANCIAL GROUP, INC. (PORT WASHINGTON NY)
CA
07/20/1998 - 08/11/1998
LA JOLLA CAPITAL CORPORATION (SAN DIEGO CA)
NY
05/22/1998 - 08/03/1998
GAINES, BERLAND INC. (BETHPAGE NY)
IA
Issued 04/04/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2024
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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