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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 Gaydosh is a financial advisor with Lincoln Investment. James is a Certified Financial Planner™ professional with over 35 years of experience in the financial services industry. James provides financial planning, investment management, and insurance services to individuals, families, and businesses. James has held licenses with several firms in the past including Capital Analysts, Incorporated, Sunamerica Securities, Inc., and Protective Equity Services, Inc. James has been with Lincoln Investment since 2012.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
06/01/2012 - Present
Lincoln Investment (NORTH ROYALTON OH)
OH
10/21/1992 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (NORTH ROYALTON OH)
AZ
06/18/1989 - 10/21/1992
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
01/23/1989 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
10/24/1986 - 01/30/1989
PROTECTIVE EQUITY SERVICES, INC.
BOTH
Issued 12/02/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/1996
Series 24 - General Securities Principal Examination
BC
Issued 05/12/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1992
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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