Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Ernest Fereday is a financial advisor with over 25 years of experience in the industry. James is currently registered with Osaic Wealth, Inc. and is licensed to provide financial and investment advice in multiple states. James has a strong track record of helping individuals, families and businesses achieve their financial goals. James also works with Nationwide Insurance Companies to offer fixed insurance and annuity products. James is committed to providing personalized financial advice and is dedicated to helping clients make informed decisions about their finances.
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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TX
01/19/2024 - Present
Osaic Wealth, Inc. (HOUSTON TX)
TX
02/07/2014 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
06/29/2009 - 02/11/2014
NATIONWIDE SECURITIES, LLC (KATY TX)
CO
12/12/2006 - 06/03/2009
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
MA
09/28/2004 - 10/24/2006
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
TX
10/19/2000 - 08/31/2004
A I M DISTRIBUTORS, INC. (HOUSTON TX)
IL
06/18/1998 - 10/02/2000
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 07/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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