Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Lee Blosser is an investment advisor representative for Osaic Wealth, Inc. James has over 37 years of experience in the securities industry. James is registered in 16 states and holds Series 6, 22, 24, 31, 62, and 63 licenses and the SIE exam. James is a Chartered Financial Consultant and works out of the Osaic Wealth, Inc. branch office in AVA, Missouri. In addition to providing investment advisory services, James offers financial planning, portfolio management, and educational seminars. James has worked with a number of firms in the industry including Securities America, Inc., National Planning Corporation, VSR Financial Services, Inc. and Fidelity Equity Services Corporation.
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.
1
2
MO
06/14/2024 - Present
Osaic Wealth, Inc. (AVA MO)
KS
10/16/2017 - 06/14/2024
SECURITIES AMERICA, INC. (LAWRENCE KS)
KS
08/10/2016 - 10/24/2017
NATIONAL PLANNING CORPORATION (LAWRENCE KS)
KS
05/01/1995 - 07/05/2016
VSR FINANCIAL SERVICES, INC. (LAWRENCE KS)
NA
08/25/1986 - 04/28/1995
FIDELITY EQUITY SERVICES CORPORATION
BC
Issued 7/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/9/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 12/21/1998
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 9/22/1992
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 8/21/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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