Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Chew is a financial advisor with Osaic Wealth, Inc. James is based in Afton, Oklahoma. James has been in the financial industry since 1989. James specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. James has also completed the Securities Industry Essentials Examination, the National Commodity Futures Examination, and the General Securities Representative Examination.
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
OK
11/02/2018 - Present
Osaic Wealth, Inc. (AFTON OK)
OK
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (AFTON OK)
OK
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (AFTON OK)
OK
09/07/2001 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (TULSA OK)
OK
03/15/1993 - 09/21/2001
GRF CAPITAL INVESTORS, INC. (TULSA OK)
NY
09/19/1989 - 03/30/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 10/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1990
Series 3 - National Commodity Futures Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Chew is the right advisor for you? Invested Better is here to help.
