Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McElhinny is a financial advisor with over 25 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. and has also been previously affiliated with CADARET, GRANT & CO., INC., GWN SECURITIES INC., PMG SECURITIES CORPORATION, LEGEND EQUITIES CORPORATION, and AMERICAN GENERAL SECURITIES INCORPORATED. James holds a Series 6, Series 63, and Series 65 license. He provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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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AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
02/25/2015 - 07/30/2021
CADARET, GRANT & CO., INC. (Lancaster NY)
FL
07/23/2004 - 02/25/2015
GWN SECURITIES INC. (PALM BEACH GARDENS FL)
IL
01/26/2004 - 07/23/2004
PMG SECURITIES CORPORATION (ELGIN IL)
FL
04/20/1998 - 01/15/2004
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
AZ
10/23/1997 - 04/14/1998
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NJ
12/12/1996 - 10/08/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 05/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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