Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames M Goldslager is a financial advisor registered with Osaic Wealth, Inc. James has been in the financial services industry since 1992. James is registered with the state of Florida as an Investment Advisor Representative. James has a Series 6, Series 22, Series 39, Series 63 and Series 65 license. Prior to joining Osaic Wealth, Inc., James was registered with Securities America, Inc. and Park Avenue Securities LLC. James offers financial planning services to individuals, businesses, and retirement plans. James also offers portfolio management services to individuals and businesses.
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
FL
06/14/2024 - Present
Osaic Wealth, Inc. (WEST PALM BEACH FL)
FL
04/20/2022 - 06/14/2024
SECURITIES AMERICA, INC. (WEST PALM BEACH FL)
NJ
05/03/1999 - 04/27/2022
PARK AVENUE SECURITIES LLC (PARSIPPANY NJ)
NY
07/26/1996 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
10/21/1985 - 06/13/1989
F. L. EQUITIES, INC.
IA
Issued 11/30/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/1985
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/05/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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