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 Weiss has been an active financial advisor for over 50 years. James is currently registered with Osaic Wealth, Inc., which is a firm with a strong track record of providing financial planning and portfolio management services. James has experience serving a wide range of clients, including high-net-worth individuals, corporations, and retirement plans. James is committed to providing personalized financial advice and strategies tailored to meet the specific needs of each client. James's professional experience also includes previous roles with IDS Life Insurance Company and IDS Marketing Corporation.
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
MO
11/19/1989 - Present
Osaic Wealth, Inc. (ELLISVILLE MO)
NA
08/20/1983 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
02/27/1973 - 08/19/1983
IDS LIFE INSURANCE COMPANY
NA
02/27/1973 - 08/19/1983
IDS MARKETING CORPORATION
NA
02/27/1973 - 08/19/1983
INVESTORS DIVERSIFIED SERVICES, INC.
BC
Issued 05/10/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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