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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Brent Ostrander is an Investment Advisor Representative at Savant Wealth Management. James Brent Ostrander is licensed to provide advisory services in Florida. James Brent Ostrander has over 20 years of experience in the financial services industry. Prior to joining Savant Wealth Management, James Brent Ostrander worked at Invest Financial Corporation, Investcorp, Inc., UVEST Financial Services Group, Inc., BANC OF AMERICA INVESTMENT SERVICES, INC., SENTRA SECURITIES CORPORATION, and EDWARD JONES. James Brent Ostrander holds a Series 63, Series 65, Series 7, and SIE license. James Brent Ostrander specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services.
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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FL
03/10/2024 - Present
Savant Wealth Management (Satellite Beach FL)
FL
04/06/2016 - 06/12/2017
INVEST FINANCIAL CORPORATION (MELBOURNE FL)
FL
01/03/2013 - 04/13/2016
INVESTACORP, INC. (MELBOURNE FL)
FL
09/04/2009 - 01/04/2013
INVEST FINANCIAL CORPORATION (MELBOURNE FL)
FL
10/01/2007 - 09/10/2009
UVEST FINANCIAL SERVICES GROUP, INC. (INDIAN HARBOUR BEACH FL)
NC
10/14/2005 - 10/03/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHAPEL HILL NC)
AZ
12/12/2003 - 08/25/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
MO
01/02/2003 - 12/17/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 07/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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