Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Coate Hinchsliff is a financial advisor with over 35 years of experience in the industry. James is currently registered with Osaic Wealth, Inc. and is based in Oak Brook, Illinois. James has a broad range of experience and is licensed to provide financial advice in 35 states. James is also a Chartered Financial Consultant.
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
IL
06/14/2024 - Present
Osaic Wealth, Inc. (OAK BROOK IL)
IL
12/15/2003 - 06/14/2024
SECURITIES AMERICA, INC. (OAK BROOK IL)
MA
12/02/1987 - 12/17/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 11/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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