Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Copouls is a financial advisor registered in multiple states. James has been working in the financial services industry since 1979 and is currently employed by Osaic Wealth, Inc. James has worked for several other firms over his career including SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., HARTFORD EQUITY SALES COMPANY INC., AETNA LIFE INSURANCE AND ANNUITY COMPANY, AETNA FINANCIAL SERVICES, INC., and SOUTHMARK FINANCIAL SERVICES, INC.. James is registered with FINRA and holds the Series 1, Series 6TO, and SIE licenses.
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
MN
09/01/2023 - Present
Osaic Wealth, Inc. (EDINA MN)
MN
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (EDINA MN)
AZ
06/18/1989 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CT
10/16/1979 - 12/31/1996
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CT
06/19/1983 - 04/12/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
CT
06/26/1984 - 08/10/1989
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
NA
05/30/1986 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
BC
Issued 09/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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