Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Douglas Souslin is a registered representative at Cadaret, Grant & Co., Inc. James has been in the financial industry since May 2024 and is currently registered with Cadaret, Grant & Co., Inc. in Ohio. James has a Series 66 license. James is also involved in several other businesses including OPOC.us, REB Consulting, and AccelWell, all based in Worthington, Ohio. In addition to their work at Cadaret, Grant & Co., Inc., James provides services in the areas of insurance sales, life and long-term care insurance, and wellness programming.
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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OH
01/06/2025 - Present
Cadaret, Grant & CO., Inc. (Worthington OH)
Active
Inactive
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