Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Schofield is a registered investment advisor representative with Osaic Wealth, Inc. located in SAN FRANCISCO, CA. James has been in the industry since 1986 and has worked for a number of firms, including Integrated Resources Equity Corporation, Roney & Co., and Planvest Capital Corporation. James holds Series 63, SIE, and Series 7 licenses and has a long history of advising clients in the San Francisco area. He is also a licensed insurance agent in California. James provides a range of financial planning and investment advisory services to individuals, businesses, and institutions.
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
CA
01/27/2002 - Present
Osaic Wealth, Inc. (SAN FRANCISCO CA)
NA
03/05/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/11/1986 - 02/04/1987
RONEY & CO.
NA
02/20/1986 - 03/18/1986
PLANVEST CAPITAL CORPORATION
BC
Issued 12/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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