Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Elmer Kaercher is a financial advisor at Osaic Wealth, Inc. James has been working in the financial services industry since September 1997. James has extensive experience in financial planning, portfolio management, and retirement planning. Prior to joining Osaic Wealth, Inc., James worked at Signator Investors, Inc., and Transamerica Financial Advisors, Inc. James holds the Series 6, 7, and 63 licenses. James has a strong commitment to providing his clients with personalized financial advice and helping them reach their financial goals.
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
FL
07/31/2019 - Present
Osaic Wealth, Inc. (SOUTH MIAMI FL)
FL
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (SOUTH MIAMI FL)
FL
09/23/1997 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (SOUTH MIAMI FL)
BC
Issued 08/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Kaercher is the right advisor for you? Invested Better is here to help.
