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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Dennis Tousignant is a financial advisor registered with Osaic Wealth, Inc., based in Baxter, MN. James Dennis Tousignant has been working in the financial services industry since July 2, 2001. James Dennis Tousignant has a Series 63, 66, and 7 licenses, as well as the SIE exam. James Dennis Tousignant is also a registered investment advisor in Minnesota. James Dennis Tousignant is affiliated with Sagepoint Financial, Inc. in Baxter, MN and Edward Jones in Brainerd, MN. In addition to being a registered investment advisor, James Dennis Tousignant is also a licensed life and group benefit insurance agent. James Dennis Tousignant provides financial planning, pension consulting, educational seminars, and portfolio management services.
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
MN
09/01/2023 - Present
Osaic Wealth, Inc. (BAXTER MN)
MN
03/19/2012 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BAXTER MN)
MN
07/03/2001 - 03/20/2012
EDWARD JONES (BRAINERD MN)
BOTH
Issued 8/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/6/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/2/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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