Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Dennis Spangler is a financial advisor with over 30 years of experience in the financial services industry. James is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in 11 states. James previously worked at Securities America, Inc. and MetLife Securities Inc., where he was also active in providing financial guidance to clients. His expertise includes various financial planning services, investment management, and securities sales. James earned the Series 6 and SIE licenses through FINRA, in addition to the Series 63 license issued by the state of Pennsylvania.
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
PA
06/14/2024 - Present
Osaic Wealth, Inc. (CRANBERRY TOWNSHIP PA)
PA
12/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (CRANBERRY TOWNSHIP PA)
PA
02/04/1992 - 11/16/2009
METLIFE SECURITIES INC. (CRANBERRY TOWNSHIP PA)
PA
02/04/1992 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CRANBERRY TOWNSHIP PA)
BC
Issued 03/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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