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. Sosinski is a financial professional with over 16 years of experience in the industry. James is a Registered Representative and Investment Advisor Representative and currently holds Series 6, 63 and 65 licenses. James is currently affiliated with RMR Wealth Builders, Inc. and TKG Wealth Advisers LLC, providing financial planning, consulting, investment management and tax services. Previously, James was affiliated with Calton & Associates, Inc. James has a broad range of experience and specializes in providing investment management, financial planning, and tax services to individuals, corporations, and charitable organizations.
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.
Consulting engagement for specific purpose such as education funding, estate planning
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.
Insurance compensation
1
2
NJ
09/05/2018 - Present
RMR Wealth Builders, Inc. (MONTCLAIR NJ)
NJ
09/24/2018 - 09/21/2023
CALTON & ASSOCIATES, INC. (Clark NJ)
BC
Issued 10/16/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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