Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Bish is a financial advisor with over 15 years of experience in the industry. James currently works for Osaic Institutions, Inc. in Butler, PA. James has previously worked for KEY INVESTMENT SERVICES LLC, LPL FINANCIAL LLC, ESSEX NATIONAL SECURITIES, LLC, UVEST FINANCIAL SERVICES GROUP, INC., and NATCITY INVESTMENTS, INC. James has passed the Series 6, Series 7, Series 63, and Series 65 exams. James is registered with the state of Pennsylvania and is licensed to provide investment advisory 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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
02/08/2019 - Present
Osaic Institutions, Inc. (Butler PA)
PA
09/21/2016 - 02/05/2019
KEY INVESTMENT SERVICES LLC (BUTLER PA)
PA
01/08/2013 - 09/21/2016
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
05/28/2010 - 01/02/2013
ESSEX NATIONAL SECURITIES, LLC (LEECHBURG PA)
PA
10/29/2008 - 06/02/2010
UVEST FINANCIAL SERVICES GROUP, INC. (NATRONA HEIGHTS PA)
PA
06/28/2004 - 10/09/2008
NATCITY INVESTMENTS, INC. (PITTSBURGH PA)
IA
Issued 02/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/25/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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