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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames John Wilson is a financial advisor with over 40 years of experience in the financial services industry. James John Wilson is registered with the state of North Carolina as both a Broker-Dealer and Investment Advisor. James John Wilson works at Osaic Wealth, Inc. in Fayetteville, NC. James John Wilson holds the Series 6, Series 7, Series 63 and Series 65 securities licenses, and also holds the SIE. James John Wilson offers advisory and brokerage services to a range of clients, including high-net-worth individuals, corporations, and charitable organizations. James John Wilson provides financial planning, portfolio management, and other services. James John Wilson is also a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).
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
01/24/2025 - Present
Osaic Wealth, Inc. (FAYETTEVILLE NC)
NY
06/30/2003 - 01/18/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
02/27/2001 - 07/21/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NJ
08/17/1983 - 02/02/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
05/26/1982 - 06/10/1983
NML EQUITY SERVICES, INC.
IA
Issued 05/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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