Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Wilkins is a financial advisor with over 30 years of experience in the financial industry. James is currently registered with Osaic Wealth, Inc. and holds Series 6, 7, 63, and 66 licenses. James has previously worked with Securities America, Inc., National Planning Corporation, Raymond James Financial Services, Inc., and other financial institutions. James is a dedicated financial advisor who is committed to providing his clients with comprehensive financial planning and investment management services. James specializes in providing financial advice to individuals, families, businesses, and charitable organizations. James holds several licenses and designations in the financial services industry. He is also a member of the National Association of Personal Financial Advisors (NAPFA).
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
IL
06/14/2024 - Present
Osaic Wealth, Inc. (NAPERVILLE IL)
IL
10/23/2017 - 06/14/2024
SECURITIES AMERICA, INC. (NAPERVILLE IL)
IL
01/12/2007 - 11/06/2017
NATIONAL PLANNING CORPORATION (NAPERVILE IL)
IL
05/07/2002 - 01/17/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (ROSELLE IL)
IL
02/22/2001 - 11/15/2001
AFD, INC. (NORTHBROOK IL)
IL
09/02/1998 - 02/16/2001
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
NY
03/10/1994 - 08/25/1998
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
12/23/1991 - 12/20/1993
KEMPER FINANCIAL SERVICES, INC.
BOTH
Issued 06/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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