Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Tollus is a financial advisor who has been in the industry for over 30 years. James is currently registered with Osaic Wealth, Inc. and is also a Registered Representative and Investment Advisor Representative. He holds the Series 6, 7, 22 and 63 securities licenses, and has earned the SIE, Series 65 and Series 63 licenses. James also holds the Chartered Financial Consultant designation. James has been affiliated with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company in the past. James is an experienced financial professional who is dedicated to providing comprehensive financial planning and investment management services to individuals, families, 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
01/24/2025 - Present
Osaic Wealth, Inc. (SIMPSONVILLE SC)
SC
06/01/1998 - 03/09/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (SIMPSONVILLE SC)
IN
09/26/2002 - 06/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
09/16/1987 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 06/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/15/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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