Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael McBride is a financial advisor registered with OSAIC WEALTH, INC. James has been a financial advisor since 1994 and has a wealth of experience in the industry. James holds Series 6, 63, and 65 licenses and is registered in 12 states. James is a member of Cornerstone Wealth Partners.
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
NC
04/28/2021 - Present
Osaic Wealth, Inc. (Winston-Salem NC)
NC
05/16/2017 - 04/28/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (WINSTON SALEM NC)
NC
01/19/2005 - 05/16/2017
CAPITAL INVESTMENT GROUP, INC. (WINSTON-SALEM NC)
NY
05/03/1999 - 01/24/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
06/04/1997 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
09/27/1994 - 06/09/1997
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 8/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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