Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Francis Fosbre is a financial advisor with over 29 years of experience in the industry. James has a current registration with Fortune Financial Services, Inc. and has previous registrations with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER and SUNAMERICA SECURITIES, INC.. James is licensed in 11 states and holds several securities licenses including Series 6, 7, 24, 66 and SIE.
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.
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.
1
2
NJ
02/11/2016 - Present
Fortune Financial Services, Inc. (Bayville NJ)
NJ
09/03/1999 - 02/10/2016
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (BAYVILLE NJ)
AZ
08/18/1993 - 09/03/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 01/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Fosbre is the right advisor for you? Invested Better is here to help.
