Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames La Motte Deese is a financial advisor with over 30 years of experience in the industry. James is currently registered with Osaic Wealth, Inc. and provides financial advice to individuals, corporations, and other entities. James is also a registered representative of FSC Securities Corporation. James holds the Series 63, 65, 7 and SIE licenses and has specialized expertise in investments, financial planning, and retirement planning.
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
DE
11/03/2023 - Present
Osaic Wealth, Inc. (GREENVILLE DE)
DE
08/03/2006 - 11/03/2023
FSC SECURITIES CORPORATION (GREENVILLE DE)
CT
08/02/2000 - 08/10/2006
CITIGROUP GLOBAL MARKETS INC. (STAMFORD CT)
NJ
08/03/1992 - 08/16/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 08/06/1992
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/08/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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