Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kirlin is a financial advisor with over 30 years of experience in the industry. He has been registered with Osaic Wealth, Inc. since 2025. James has held previous positions at CETERA ADVISOR NETWORKS LLC, AMERITAS INVESTMENT CORP., CAPITAL ANALYSTS, INCORPORATED, HORNOR, TOWNSEND & KENT, INC., MAFG RIA SERVICES, INC., PRUCO SECURITIES CORPORATION, NEW ENGLAND SECURITIES, and CAPITAL ANALYSTS, INCORPORATED. James holds Series 63, 66, 7, and SIE licenses. He is registered to provide investment advice in Florida, Louisiana, New Jersey, and Pennsylvania.
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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NJ
01/24/2025 - Present
Osaic Wealth, Inc. (SEA ISLE CITY NJ)
PA
06/01/2009 - 01/15/2013
CETERA ADVISOR NETWORKS LLC (KING OF PRUSSIA PA)
NJ
06/28/2005 - 06/01/2009
AMERITAS INVESTMENT CORP. (VOORHEES NJ)
OH
10/07/2003 - 12/31/2004
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
PA
12/15/2000 - 11/22/2002
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NJ
09/06/1995 - 03/02/2000
MAFG RIA SERVICES, INC. (MT. LAUREL NJ)
NJ
11/02/1992 - 02/07/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
05/01/1991 - 10/26/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
OH
03/02/1982 - 01/31/1991
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BOTH
Issued 09/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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