Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames D Myrtle is a financial advisor with over 40 years of experience in the industry. James is registered with Oneamerica Securities, Inc. and has a branch office located in Wichita, KS. James has a strong track record of providing financial advice to individuals and businesses. James holds Series 7, Series 63, and SIE licenses, and is currently registered in seven states.
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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KS
03/03/2023 - Present
Oneamerica Securities, Inc. (Wichita KS)
KS
05/20/1998 - 03/01/2023
THE O.N. EQUITY SALES COMPANY (WICHITA KS)
IN
09/26/1996 - 06/05/1998
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
09/26/1996 - 06/05/1998
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
GA
08/15/1994 - 12/31/1994
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
05/20/1994 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
CA
12/13/1971 - 04/22/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 11/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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