Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Christopher Plasko is a financial advisor with over 20 years of experience. James has been registered with the Securities and Exchange Commission (SEC) since 2001 and currently works as an investment advisor representative (IAR) at Osaic Wealth, Inc.. James has also held previous positions at Signator Investors, Inc. and MetLife Securities Inc.. James has experience with a wide variety of financial products and services, including financial planning, insurance, and investments. James is dedicated to providing personalized financial advice to help clients reach their financial goals.
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
TN
09/03/2024 - Present
Osaic Wealth, Inc. (NASHVILLE TN)
TN
05/30/2008 - 11/02/2018
SIGNATOR INVESTORS, INC. (NASHVILLE TN)
TN
11/09/2001 - 05/01/2008
METLIFE SECURITIES INC. (FRANKLIN TN)
TN
11/09/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (FRANKLIN TN)
IA
Issued 02/18/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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