Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Barton is an investment advisor representative associated with Osaic Wealth, Inc., a registered investment advisor located in Scottsdale, Arizona. James has been in the securities industry since 1989 and is registered in Florida and Ohio. Osaic Wealth, Inc. specializes in providing financial planning, portfolio management and pension consulting services to individuals, businesses, investment companies, 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.
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2
OH
11/03/2023 - Present
Osaic Wealth, Inc. (GRANVILLE OH)
OH
03/03/2015 - 11/03/2023
FSC SECURITIES CORPORATION (GRANVILLE OH)
OH
03/12/2013 - 02/02/2015
METLIFE SECURITIES INC. (GRANVILLE OH)
OH
05/01/2006 - 03/20/2013
NFP SECURITIES, INC. (GRANVILLE OH)
OH
04/06/1999 - 05/11/2006
WALNUT STREET SECURITIES, INC. (GRANVILLE OH)
CA
03/03/1989 - 03/17/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 03/19/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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