Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Schooler is a financial advisor with over 30 years of experience in the industry. James is currently registered with Osaic Wealth, Inc. James has held previous positions with Woodbury Financial Services, Inc., LINSCO/PRIVATE LEDGER CORP., JEFFERSON PILOT SECURITIES CORPORATION and NYLIFE SECURITIES INC. James is a Chartered Financial Consultant. James provides financial planning and portfolio management services for individuals and businesses. James has a wide range of experience and expertise in the financial services industry and is dedicated to providing his clients with the highest level of service.
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
TX
01/19/2024 - Present
Osaic Wealth, Inc. (NORTH RICHLAND HILLS TX)
TX
03/05/2007 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (NORTH RICHLAND HILLS TX)
TX
01/03/2006 - 03/12/2007
LINSCO/PRIVATE LEDGER CORP. (GRAPEVINE TX)
IN
07/16/1999 - 12/31/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NY
05/25/1993 - 07/16/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 05/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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