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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gerard Cusimano is a financial advisor with over 23 years of experience in the industry. James Gerard Cusimano has been registered with Osaic Wealth, Inc. since June 2024. James Gerard Cusimano is a Certified Financial Planner and has passed the Series 6, 7, 63, and 66 exams. James Gerard Cusimano provides financial planning, investment management, and pension consulting services to individuals, families, and businesses. James Gerard Cusimano is registered in Arizona, California, Colorado, Florida, Georgia, Hawaii, Montana, Nevada, New York, North Dakota, Oklahoma, Oregon, South Dakota, Texas, Washington, and Wyoming.
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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2
MT
06/14/2024 - Present
Osaic Wealth, Inc. (GLENDIVE MT)
MT
10/23/2017 - 06/14/2024
SECURITIES AMERICA, INC. (MILES CITY MT)
MT
10/25/2005 - 10/23/2017
INVESTMENT CENTERS OF AMERICA, INC. (MILES CITY MT)
NY
04/02/2004 - 10/11/2005
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
NC
10/05/2000 - 01/30/2004
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
BOTH
Issued 10/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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