Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Edward Chiudioni is a financial advisor who has been in the industry since 2001. He is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. James has previously worked with several other firms, including TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, SAGEPOINT FINANCIAL, INC., and SIGNATOR INVESTORS, INC. James specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors.
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
AZ
11/02/2018 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
02/03/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
02/03/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
11/21/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
11/21/2018 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
11/21/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MA
08/30/2011 - 11/02/2018
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
11/06/2013 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (BOSTON MA)
MA
08/02/2007 - 08/29/2011
METLIFE INVESTORS DISTRIBUTION COMPANY (BOSTON MA)
MA
08/02/2007 - 08/29/2011
NEW ENGLAND SECURITIES (BOSTON MA)
MA
08/02/2007 - 08/29/2011
TOWER SQUARE SECURITIES, INC. (BOSTON MA)
MA
08/02/2007 - 08/29/2011
WALNUT STREET SECURITIES, INC. (BOSTON MA)
MA
03/27/2007 - 08/29/2011
METLIFE SECURITIES INC. (BOSTON MA)
MA
03/27/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BOSTON MA)
MA
06/02/2005 - 03/07/2007
NYLIFE SECURITIES LLC (WALTHAM MA)
MA
12/05/2000 - 08/16/2004
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 02/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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