Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Joseph Tyrrell is a financial advisor at Osaic Wealth, Inc. with over 50 years of experience in the industry. James has been registered with the state of Maine since 2024 and is a licensed securities agent, holding a Series 63 license. James is also a registered representative with Securities America, Inc. and Sunset Financial Services, Inc. His previous experience also includes time at Sun Investment Services Company. James has earned the Chartered Financial Consultant (ChFC) designation. James offers investment advisory services, financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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
ME
06/14/2024 - Present
Osaic Wealth, Inc. (CAPE ELIZABETH ME)
ME
11/14/2014 - 06/14/2024
SECURITIES AMERICA, INC. (CAPE ELIZABETH ME)
ME
06/25/1997 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (CAPE ELIZABETH ME)
MA
07/05/1973 - 06/23/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
BC
Issued 04/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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