Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael Friery is a financial advisor at Osaic Wealth, Inc., with over 38 years of experience in the financial services industry. James holds Series 63 and 66 licenses and Series 24 principal license. James specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting services. James has served clients in Ohio and across several other states.
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
OH
06/14/2024 - Present
Osaic Wealth, Inc. (SANDUSKY OH)
OH
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (SANDUSKY OH)
OH
03/05/2001 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (NORTH ROYALTON OH)
OH
10/02/2000 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
OH
01/11/1995 - 10/06/2000
PRIM SECURITIES, INCORPORATED (INDEPENDENCE OH)
NA
06/02/1992 - 12/16/1994
WARWICK SECURITIES, INC.
NY
06/20/1986 - 07/03/1990
FIRST HANOVER SECURITIES, INC. (STATEN ISLAND NY)
NA
01/27/1984 - 07/08/1986
FSC SECURITIES CORPORATION
NA
01/19/1983 - 01/25/1984
SOUTHMARK FINANCIAL SERVICES, INC.
BOTH
Issued 11/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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