Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Jay Hoskins is a registered investment advisor representative with Family Wealth Advisory Group, LLC in Cincinnati, OH. James has been in the industry since May 2003. James has passed the Series 7 and Series 66 exams. James is also a Certified Financial Planner. James specializes in providing financial planning and portfolio management services for individuals and families. James has a history of working with various insurance firms in addition to working with Lincoln Financial Advisors and Lincoln National Life Insurance.
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.
Personalized portfolio management to meet individual financial objectives.
Matters not involving securities
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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OH
01/07/2005 - Present
Family Wealth Advisory Group, LLC (CINCINNATI OH)
IN
05/02/2003 - 01/10/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/02/2003 - 01/10/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 05/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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