Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Antony Clary is an active investment advisor representative with over 30 years of experience in the industry. James is currently registered with Osaic Wealth, Inc. and is licensed to offer investment advice and services in Delaware, Maryland, New Jersey, and Pennsylvania. James holds the Series 63, Series 65, Series 7, and Series 24 licenses and has passed the Securities Industry Essentials Examination. James is also a Chartered Financial Consultant. James has prior experience with Equity Services, Inc. and Hornor, Townsend & Kent, Inc. James offers investment advice and services to individuals, businesses, and pension and profit-sharing plans.
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
PA
01/24/2025 - Present
Osaic Wealth, Inc. (MEDIA PA)
PA
07/30/2008 - 11/14/2019
EQUITY SERVICES, INC. (MEDIA PA)
PA
06/21/1988 - 07/29/2008
HORNOR, TOWNSEND & KENT, INC. (BROOMALL PA)
BC
Issued 11/25/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Clary is the right advisor for you? Invested Better is here to help.
