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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 Christopher Aiello is an investment advisor representative with Osaic Advisory Services, LLC. James is a licensed investment advisor representative in New York. James has been in the financial services industry since 1997. James has a Series 7, Series 63, and Series 65 license. James has experience working with clients in insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. James' firm Osaic Advisory Services, LLC offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
GA
08/11/2023 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
CO
07/08/2003 - 07/29/2004
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MA
07/10/2003 - 07/28/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/10/2003 - 07/28/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
GA
12/06/2002 - 05/14/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
01/29/1997 - 04/03/1998
MERCER ALLIED COMPANY, L.P. (COHOES NY)
IA
Issued 02/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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