Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McDermott is a financial advisor who has been in the industry since 1994. James is currently registered with Osaic Wealth, Inc. and has previously been registered with Raymond James & Associates, Inc., Oppenheimer & Co. Inc., Wells Fargo Advisors, LLC, Citigroup Global Markets Inc., and Prudential Securities Incorporated. James is licensed in 27 states and holds the Series 63, 65, 7, 31, and SIE exams. James is also a registered investment advisor and is actively working with clients through GCG Wealth Management LLC, GCG Advisory Partners, and McDermott Gall Wealth Management.
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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IL
10/26/2023 - Present
Osaic Wealth, Inc. (OAKBROOK TERRACE IL)
IL
10/16/2015 - 10/27/2023
RAYMOND JAMES & ASSOCIATES, INC. (Oakbrook Terrace IL)
IL
12/21/2011 - 11/03/2015
OPPENHEIMER & CO. INC. (CHICAGO IL)
IL
01/06/2006 - 12/21/2011
WELLS FARGO ADVISORS, LLC (CHICAGO IL)
IL
07/02/1998 - 01/18/2006
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
NY
06/11/1994 - 07/17/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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